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Intuit QuickBooks 2015 - Send File to Accountant Feature
New for 2015 you can now send a copy of your company file to your accountant using a shared folder directly from QuickBooks.
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Intuit QuickBooks 2015 - Send File to Accountant Feature
When you need to send a copy of your company file to your accountant, you can now save it on a shared folder directly from QuickBooks
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Intuit QuickBooks 2015 - Send File to Accountant Feature
Set this folder as the default location and save time for future file sharing.
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Intuit QuickBooks 2015 - Send File to Accountant Feature
The data and time are automatically appended to the file name so the accountant can be certain of the newest file.
For years users have been confused with ‘how’ to send copies of their QuickBooks data to their accountant or tax preparer. Years ago we had to make a windows copy of the file, then we could make a back-up copy of the file, later Intuit began offering the Portable Company file so that the data was hopefully small enough to be attached to an email. Then came along the Accountant’s Copy, but that was rather complex in how the file should be sent.
As ‘the cloud’ has become increasingly accepted, and more and more people are using cloud based file sharing services like Dropbox, a simpler way to transfer your QuickBooks Company file to your accountant is warranted. New for 2015, you can send a copy of your company file to your accountant directly from QuickBooks by saving it on any Internet-based shared folder. You can set this folder as the default location and save time for future file sharing with the click of a button.
This new option (See Figure 1) to send a Portable Company file precludes client confusion about saving a copy in the wrong format, or sending the wrong file, or sending a file that the accountant can’t access. It also reduces the complexity of ...