If you are using Quickbooks then most likely you are managing 75% of the work yourself. It is not always possible to manage everything but still, it is really helpful to take care of financials all by oneself. If you want to have an expert advice and thus wants to share your Quickbooks data with your accountant, the software allows you to do the same with ease. You can even share your data via third party Email hosting providers but you are always left with an option to have a secured transfer via Quickbooks.
Before sending your Quickbooks data to your accountant, you both must decide a “dividing-date”. It is the date where you both mutually agree not to have any editing. Thus, if your accountant wants’s to work on the data then you can’t have any editing done before the set date, and if you are editing then your accountant should refrain from making any changes.
You can do that via email and that too without any hassle at all. Check out the steps to do the same:
As now your accountant has made changes to your financials, thus now the very next thing you would want do is to import all the changes within your accounting program. If you are new to import files within QuickBooks then here is what you would need to do:
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Disclaimer: QBpro.ca is a reputable QuickBooks® Consulting firm that provides professional support services related to your accounting software. It is also a front-runner in providing 3rd party technical support services for quickbooks.
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