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What file type should I choose for my accountant?

  • Choose Accountant's Copy so you and your accountant can work independently.

    With an Accountant's Copy, you can continue working in your company file while your accountant works in the Accountant's Copy, a version of your company file. An Accountant's Copy is especially useful when an accountant is completing a fiscal period.

    Note: Be sure to understand what you can do while your accountant is using an Accountant's Copy as well as what your accountant can do in the Accountant's Copy.

    When your accountant is done, you can import the accountant's changes into the company file.

  • Choose Portable or backup file when your accountant will be doing daily tasks like setup, daily tasks, or payroll.

See also

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