I have a client and I am an accountant. How do I send the accountants QB file back to them?


Thank you for posting, smdavisbba.

Let me help you send the updated copy back to your clients.

After updating your copy, you can create an export file to give it to your client.

Here's how:

  1. Go to the File menu.
  2. Click Accountant's Copy, and then click View/Export Changes for Client.
  3. Select Export.
  4. In the Save Accountant Change File to window, enter the filename and location of the file you are about to create. The filename must have a .QBYextension.
  5. Click Save and choose OK in the QuickBooks Information window.
  6. Give the export file to your client.

Check this Accountant's copy article for detailed guidance. 

That should do it. Let me know if you have follow-up questions with the steps provided in sending back the copy to your clients. I'm always here to assist. I'm always here to assist. Take care and enjoy the rest of the week.

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