Begin by logging into your QuickBooks Online account using your credentials. If you don't have an account yet, you'll need to sign up for one.
Once logged in, locate and open the company file for which you want to send the accountant's copy. Navigate to the "File" menu, usually found in the upper left corner.
In the "File" menu, find and select the "Send an Accountant's Copy" option. This initiates the process of creating a copy that can be shared with your accountant without interfering with your day-to-day work.
Choose a dividing date for the accountant's copy. This date determines the point up to which your accountant can make changes without affecting your current financial data. Enter the date in the designated field.
For added security, you have the option to set a password for the accountant's copy. Share this password securely with your accountant to ensure confidentiality.
After setting the dividing date and, if applicable, the password, click "Next." Follow the prompts to save the accountant's copy. You can save it locally or use Intuit's secure cloud storage.
Once saved, you can share the accountant's copy with your accountant. Use a secure method such as QuickBooks Accountant's Copy File Transfer (ACFT), email, or a file-sharing service. Ensure your accountant is aware of the dividing date and, if set, the password.
Ask your accountant to confirm the receipt of the accountant's copy. This ensures that they have successfully received the file and can begin working on it.
By following these simple steps, you can efficiently send an accountant's copy of QuickBooks Online, streamlining collaboration with your financial professional. This process ensures the security of your data while allowing your accountant to make necessary adjustments, ultimately facilitating a smoother financial review.
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