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Quickbooks - Creating an Accountant's Copy

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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:

  1. 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.

  1. Click Next to confirm the accountant's copy.
  2. Set the dividing date to 1/1/2021 and click Next
  3. Enter in our e-mail address as barbara@sokolandsokol.com
  4. Reenter our e-mail address as barbara@sokolandsokol.com
  5. Enter your name.
  6. Enter your e-mail address.
  7. Click Next.
  8. Create the file transfer password to encrypt file for security
  9. Reenter the password.
  10. Enter any notes to us including the Quickbooks version that you are using.
  11. Click Send.
  12. Please send us your password in a separate email to barbara@sokolandsokol.com