Save time and increase accuracy by easily sending journal entries to your client with the click of a button via email. Clients can import General Journal Entries easily with just one click.
With the Send Journal Entry feature, clients send you a copy of their working file (.QBW), a backup (.QBB) or a portable company file (.QBM). They can continue to work in their file while you review the copy at your office without any restrictions.
Just follow these three simple steps:
Step 1: Create the Journal Entry as you normally would. Click the Send GJEs Icon on the Main tab of the ribbon toolbar. You will be able to select a single journal entry or several to send at the same time.
Step 2: QuickBooks creates a ready-made email communication complete with instructions and attaches the journal entry or entries. No browsing to find and attach the entries.
Step 3: Customer receives email and clicks on the attachment. The Add General Journal Entries to Your File displays for your client to review before adding. No confusing downloads or uploads.
Please note: You only use this feature if your client has upgraded to QuickBooks 2013.
QuickBooks ProAdvisors get a free copy of QuickBooks Accountant Edition with their subscription.