Discuss this with your accountant if you are not sure which date to use, however it is usually the period end date for the period the accountant will be working on. Go to the File menu, click Accountant’s Copy and then click Send to Accountant.
To send your file to your accountant using the Accountant’s Copy File Transfer Service: For more detailed instructions on creating and sending your file, and importing your accountant’s changes, please see instructions below or call one of our knowledgeable QuickBooks ProAdvisors. Sending an Accountant’s Copy via the transfer service is an easy and convenient way to provide your accountant with your company file. You will receive an email from Intuit/QuickBooks that says your accountant has sent changes for you to import. Once your accountant has completed working with your file, he or she will create a change file for you to import back into your company file. When you have sent the Accountant’s Copy through the QuickBooks File Transfer Service, your accountant will receive an email letting him or her know the file is ready to download. The dividing date defines the period your accountant will work in. However, using Intuit’s Accountant’s Copy Transfer Service in QuickBooks is one of the easiest, most convenient methods to transfer your company file to your accountant as well as your accountant transferring the Change File back to you for import.īefore you begin to create an accountant’s copy, discuss a dividing date with your accountant. Several methods of sending an accountant’s copy of your file to your accountant are available, including using email or flash drive. The accountant’s changes can then be imported back into your company file. The Accountant’s Copy allows your accountant to work in a previous period while allowing you to work in the current period. However, using the Accountant’s Copy and the Accountant’s Change File created by your accountant is one of the easiest ways to ensure those entries are posted correctly. There are various methods for posting your accountant’s entries to your company file, including posting the entries by hand. Adjusting entries are prepared by your accountant for many reasons, including correction of errors, adjusting balances, posting depreciation, and correcting retained earnings, among others. Posting yo ur accountant’s journal entries is important for keeping an accurate set of records.
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