Send us copy of your Quickbooks file

Go to the File menu and click Accountant’s Copy,

Select Client Activities & then click Send to Accountant.

Confirm you want to send an Accountant’s Copy and click Next.

Choose a dividing date. (year-end being sent). Click Next.

Enter info@snapartners.ca for our email address, your name and your e-mail address. Enter info@snapartners.ca for accountant’s e-mail address and re-enter it to confirm it is correct. QuickBooks uses this e-mail address to send your Accountant’s Copy to us.

Choose a password to protect the Accountant’s Copy.
 We will use this password to access the Accountant’s Copy. Please use the following as your password: LastnameFirstname (where first letter of your lastname and firstname are uppercase)

Click Send.