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1. #HOW DO YOU UPLOAD A FILE FROM YOUR ACCOUNTANT FOR QUICKBOOKS IN A MAC FULL#
2. #HOW DO YOU UPLOAD A FILE FROM YOUR ACCOUNTANT FOR QUICKBOOKS IN A MAC PRO#
3. #HOW DO YOU UPLOAD A FILE FROM YOUR ACCOUNTANT FOR QUICKBOOKS IN A MAC SOFTWARE#

You receive the Accountant's Copy from the client, and convert it to a working Accountant's Copy (.QBA). The client continues working on their QuickBooks file, and is restricted from changing the past period.

#HOW DO YOU UPLOAD A FILE FROM YOUR ACCOUNTANT FOR QUICKBOOKS IN A MAC PRO#

Contains only your company file financial data but doesn't have related files such as letters, logos, images, and templates.Ī client using QuickBooks Pro or Premier 2014 or 2015 sets a dividing date that determines past and current periods, and then creates and transfers anĪccountant's Copy (.QBX) to their accountant. However, files opened and converted in QuickBooks Accountant 2015 cannot be sent back to prior year versions of QuickBooks.Īll the benefits of a Backup Copy but in a much smaller file size making it easier to email. You can open and modify files from prior year versions. If you want the client to import your changes, they must stop work in their file so their work is not lost. When the client imports a backup file, it overwrites the current file.

#HOW DO YOU UPLOAD A FILE FROM YOUR ACCOUNTANT FOR QUICKBOOKS IN A MAC FULL#

Open, adjust, and return full data files from your clients' 2015 QuickBooks files. When you've finished making adjustments, your client can review and merge your changes into their ongoing accounting records. There are three different ways to exchange QuickBooks accounting data, to suit how you work with your clients.Īllows you to exchange, open and adjust virtually all your clients' prior period accounting records from QuickBooks Pro 2015 and QuickBooks Premier 2015. QuickBooks Accountant Desktop 2015 is built to allow you to easily exchange and work with your clients' QuickBooksĢ015 accounting files. Some features in QuickBooks Accountant Desktop 2015 allow you to work on client files from QuickBooks 20 depending on how you choose to work This allows you to exchange, open, modify, and return accounting records with your QuickBooks 2015 clients.

Toggle 4 - QuickBooks Accountant 2015 includes full working copies of QuickBooks 2015 Pro, You can customize the columns to enter transactions such as checks, deposits and credit cards transactions.Įmail Journal Entries 3 - you can create adjusting journal entries and email them to clients for easy and automatic import into their QuickBooks with just a click. Easily paste transactions from Excel too. Once you have made changes, your client can incorporate the changes with their file.īatch Enter Transactions - enables you to enter hundreds of client transactions, all at once on a screen designed for power data entry. You work in the past period, while your client works in the current period.

Multi-instance 1 - allows you to open two different company files at the same time by opening two instances of QuickBooks Accountant.Ĭlient Data Review - gives you 8 specialized tools to help quickly find and fix common data entry errors, such as writing-off invoices in batch instead of individually, reclassify transactions in batch, easily see changes to account balances on one screen, quickly identify and fix incorrectly recorded sales tax payments.Īccountant's Copy 2 - allows you and your client to work in the same file simultaneously by setting a dividing date in the file.

#HOW DO YOU UPLOAD A FILE FROM YOUR ACCOUNTANT FOR QUICKBOOKS IN A MAC SOFTWARE#

Use the toolbox directly from your client's QuickBooks Pro or Premier software and complete key tasks right on the spot - like writing off multiple invoices in one screen, batch entering and reclassifying transactions, and fixing incorrectly recorded sales tax payments. It has all the functionality of QuickBooks Pro and Premier, and it includes unique, time-saving tools that help streamline accountants' work including:Īccountant Toolbox - unlock access to powerful accountant tools on the go - at your client's office or in a remote/hosted situation. QuickBooks Accountant is designed for professionals who support multiple accounting clients.