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Send using Accountant's Copy File Transfer

If you have Internet access, you can send an Accountant's Copy directly to your accountant using an Intuit Web server. Using this feature, you don't have to save the Accountant's Copy file to your local disk and deliver the Accountant's Copy to your accountant. Your Accountant's Copy file is automatically sent to an Intuit server. Your accountant receives an e-mail with a link that automatically downloads your Accountant's Copy file. All you need is an Internet connection and your accountant's e-mail address.

To do this task

  1. Go to the File menu, click Accountant's Copy, and then click Send to Accountant.

  2. Confirm you want to send an Accountant's Copy and click Next.

  3. Choose a dividing date. Be sure to coordinate with your accountant before choosing this date.

  4. Enter your accountant's e-mail address, your name, and your e-mail address.

    • Enter your accountant's e-mail address and reenter it to confirm it is correct. QuickBooks uses this e-mail address to send your Accountant's Copy to your accountant.

    • Enter your name so your accountant knows who sent the Accountant's Copy.

    • Enter your e-mail address. You will receive a confirmation e-mail when the Accountant's Copy is successfully uploaded to the Intuit server.

  5. Choose a password to protect the Accountant's Copy.
    Your accountant will use this password to access the Accountant's Copy. You can use the same password you use for your Admin password. Be sure to tell your accountant this password. Strong passwords include:

    • At least seven characters.

    • At least one number.

    • At least one uppercase letter.

  6. (Optional) Write a note to your accountant with instructions for the Accountant's Copy. For security reasons, do not include the Accountant's Copy password.

  7. Click Send.

Your accountant will receive an e-mail with a link that downloads your Accountant's Copy. He or she will then use the password you created to open the file.

See also

10/19/2017 11:00:51 AM
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