Accountants often need to communicate with their clients concerning their QuickBooks company files. The accountant can now contact their client directly through the client’s QuickBooks file. The interactions are tracked and associated to the specific transactions so the accountant always has a point of reference. Interactions between the accountant and client are stored on a secure server and accessed online ensuring that nothing is lost.
NOTE: The client must have QuickBooks 2014 or later to use Client Collaborator feature.
IMPORTANT: Before they send a backup to the Accountant, the client must login into their account within QuickBooks (creating a realm ID).
Once the Client has sent a copy of the file to the accountant do the following: