Quickbooks - Creating an Accountant's Copy - You must be using Quickbooks version 2017, 2018, 2019, 2020 or 2021.
An Accountant's Copy is a version of your company file that we will use to make changes while you continue to work. When we are done, we will send you a file that you import into your company file.
Detailed instructions
To send an Accountants Copy file:
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From the File menu, Accountant's Copy, and then select Send to Accountant...
Note: In QuickBooks Premier Accountant Edition and QuickBooks Enterprise Solutions Accountant Edition, select the File menu and then Client Activities to send to the accountant.
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Click Next to confirm the accountant's copy.
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Set the dividing date to 1/1/2021 and click Next
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Enter in our e-mail address as barbara@sokolandsokol.com
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Reenter our e-mail address as barbara@sokolandsokol.com
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Enter your name.
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Enter your e-mail address.
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Click Next.
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Create the file transfer password to encrypt file for security
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Reenter the password.
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Enter any notes to us including the Quickbooks version that you are using.
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Click Send.
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Please send us your password in a separate email to barbara@sokolandsokol.com