QB for Mac Accountant question
How do I send my accountant my QB file? I know there is no accountant review copy, so what do I do?
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02/08/12 11:12am PST
Viewed by asker 03/21/12 11:41am PDT
Viewed by asker 03/21/12 11:41am PDT
9 Replies
Michelle Long CPA
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02/08/12 11:16am PST
Under File > Copy Company File for Windows (or it may be under File > Utilities). You can't enter transactions while the accountant has the file if they want to make changes and send it back to you.
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02/08/12 11:21am PST
There is no "copy file" and under "utilites," the choices are "verify data, condense data, or rebuild data." I still don't know how to send her a copy.
02/08/12 11:53am PST
what year of QB for Mac do you have? (being able to save the file for Windows started around 2006 or so). Under File look for something like save or whatever for Windows. Or, in QB Help search for save file for Windows.
02/08/12 1:47pm PST
Ok, Will try. I have 2012 QB for Mac. Thanks for trying to help. I am almost wishing I had stayed with Windows!!!
02/08/12 1:49pm PST
Michelle, What about "Backup QB for Windows..."??? Can I send my accountant a backup? But then, I do not know if I can imoport the changes she makes.
02/08/12 1:52pm PST
File>Backup to Quickbooks for Windows. Do no data entry in your company file or software updates until you receive the backup for Mac from your accountant.
02/08/12 1:52pm PST
That's the one. I couldn't remember what it said on the menu.
No, you can't import changes. She can make changes and you can restore the file. But, you shouldn't make changes or enter transactions while she has the file -- you can't merge them together. You can use QB for reports, etc. while she has the file.
02/11/12 8:45am PST
After lot of thought...I signed up for Quickbooks online so my accountant and I can both work in my QB at the same time. My accountant will have my file for a while and that would be too long for me to wait to work in QB. I am not loving QB online, so now I am considering getting "Parallels" which would allow me to run QB for Windows on my Mac! Long story short...I wish I had just stayed with my PC.
02/11/12 2:35pm PST
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QuickBooks Online isn't bad once you get use to the different look. You can have multiple windows open by opening another tab in your browser. Clear your browser history periodically to keep it working fast too.
another option is to have QuickBooks hosted -- check out www.cpaasp.com, Right Networks, Cloud9, Uni Data, Swizznet and other Intuit authorized hosting companies.
