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 firstname.lastname@example.org for our email address, your name and your e-mail address. Enter email@example.com 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)
We will receive an e-mail with a link that downloads your Accountant’s Copy.