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Electronically Sending the Accountant's Copy of the QuickBooks 2014 Data File

Your client can send a copy of the QuickBooks accountant’s copy electronically by using Intuit’s file transfer service. To do this, the client chooses File→Accountant’s Copy→Client Activities→Send to Accountant. QuickBooks provides onscreen instructions for sending, or uploading, the accountant’s copy to the Intuit server, including the steps for adding a password to secure the uploaded file.

After the accountant’s copy is uploaded, the Intuit server sends the accountant an e-mail message with a link the accountant can use to download the accountant’s copy file. As noted, the client provides a password to restrict access to the downloaded file, so the accountant needs this password from the client before the download. The accountant also needs any QuickBooks password to open the downloaded file.

You want to use the Send File command or have your clients use the Send File command if you can. The Send File command saves you much wailing and gnashing of teeth. It also provides a highly secure way to share accountant’s copies.

The only problem with the process, in fact, is that the link in the e-mail message you get from Intuit expires after a few days. Accordingly, if your client sends you the file on the first day of your two-week vacation, the link won’t work when you get back to the office. The link will have expired.

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