Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
RP_877
Level 1

Reply to message

Hi Nick.  Thanks for your response.  I'm not sure I posed the question correctly.  I'll try to clarify.

 

We do use Accountant's Copies for sending files to our CPA.  We send the  .QBX files to our CPA via our own secure file transfer service so we do not use Intuit's file transfer service.

 

The issue is that when you create an Accountant's Copy it retains the existing admin password for that company file.  In order for the CPA to view the company file, we must give them the admin password.

 

Since we do not share our company file passwords with anyone, we have to change the admin password prior to creating the Accountant's copy using a password specifically for our CPA.

 

My question is - how do we retain our current admin password and send the file to our CPA with the CPA specific password?

Need to get in touch?

Contact us