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#QUICKBOOKS ENTERPRISE 2019 MANUAL HOW TO#
#QUICKBOOKS ENTERPRISE 2019 MANUAL PORTABLE#
#QUICKBOOKS ENTERPRISE 2019 MANUAL PASSWORD#
#QUICKBOOKS ENTERPRISE 2019 MANUAL FREE#

The benefit of using the Accountant’s Copy of your QuickBooks data through email is that you can set a “ dividing date” that will help you ensure the changes made by you and your accountant will not conflict with each other.

#QUICKBOOKS ENTERPRISE 2019 MANUAL PASSWORD#

You can encrypt the file by creating a password to share with your accountant. Accountant’s Copy has a ( QBA) or ( QBX) extensions and is the most secure way to share your data. When the file size is too large, or there are multiple company files you need to send, the most convenient way to share the data is to use the Accountant Copy of the Company File.

You can now easily add the file to the attachment of your email and send it to your accountant.

#QUICKBOOKS ENTERPRISE 2019 MANUAL PORTABLE#

Hit Save and OK twice to save the Portable Copy of your Company File on your Desktop.Click Next, and from the Save in drop-down list, select Desktop.Select Create Copy and then click Portable Company File ( QBM).Open QuickBooks and click the File tab.To create a Portable Company file, follow the steps mentioned below. If your Portable Company file is still bigger than 25MB, then you can use online file-sharing services like Dropbox or Share File for secured data sharing. Other data like images, logos, templates, and letters are removed from the file to reduce its size. A Portable Company file only contains the financial information that your accountant needs. We need to compress the file as some email services do not allow sharing of large data files. So if your accountant is using a different version of QuickBooks Desktop, then make sure to send a backup copy of your company file.Ĭreating a Portable Company file compresses the file size to share it via email and other file-sharing services. You can create a backup copy of your company file using QuickBooks 2018, and your accountant can open it in QuickBooks 2019.

#QUICKBOOKS ENTERPRISE 2019 MANUAL FREE#

NOTE: A Backup Copy of the Company file is free from the limitations of being opened in different versions of QuickBooks Desktop.

Save the file, and now it is ready to be shared via email.

Click Options, and from the Backup Options windows, choose a location to save the backup copy of your company file.

Choose Create a Local Backup, and from the Create Backup windows, select Local Backup.

Click the File tab again and select Backup Company.

Open QuickBooks, and from under the File tab, select Switch to Single-user Mode.

Follow the steps mentioned below to create a backup copy of your company file. If the file size is larger than 25 MB, you will need to create a compressed file for sharing.

However, as sending the data files via email is limited, you can only share files not exceeding 25MB file size. This feature is currently not available for QuickBooks Online users, and it is recommended to regularly create a backup copy of the company file to protect your crucial QuickBooks data from loss or corruption. File Types that can be Shared via Emailįollowing are the file types that you can create for sharing your company file data with your accountant: Backup CopyĬreating a backup copy compresses the company file and creates a backup copy that can be sent via email. To overcome the negative aspects of emailing QuickBooks Desktop Company files, you can use QuickBooks Accountant File Transfer Service that encrypts the file and shares it over Intuit®’s server to secure your data. However, emailing the QuickBooks data is not the most secure way to share it with your accountant, as emails might get compromised and can be sent to the wrong email addresses by mistake. There are multiple ways to securely share your QuickBooks company file with your CPA, where sending the file via email is the most common method. Need Help Sending a Portable QuickBooks File to your Accountant via Email! Call Helpline Number 1.855.738.2784 for Quick Help and Assistance How Secure Sharing your QuickBooks Data via Email is?

Along with a detailed method of emailing QuickBooks files, we have also listed the pros and cons of sending QuickBooks data via email.

#QUICKBOOKS ENTERPRISE 2019 MANUAL HOW TO#

If you are unsure how to send your QuickBooks file to your accountant, read the complete blog for a step-by-step tutorial. Most small businesses choose an accountant to manage their day-to-day bookkeeping, but you need to have a basic knowledge of how things work even if you hire an accountant. How to email QuickBooks file? This is probably one of the most commonly asked questions from users who hire an accountant to manage their books.