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#Qb for mac accountants copy how to
#Qb for mac accountants copy mac

Let me know if you have follow-up questions about the process.

#Qb for mac accountants copy mac

See this article for more information: Restore your backup company file for QuickBooks Desktop for Mac.Īlso, I'll leave you with a guide to know anything about QuickBooks Desktop for Mac: QuickBooks Desktop Mac User’s Guide.

Enter a name for the company file, then Save.

A prompt lets you know that you are opening a backup file.

Select Browse, then go to the folder where you saved the copy of the company file.

The Client restores the back up on their Macintosh computer. If you see Attachments Library, drag the folder to the same location. When the accountant has made all of the needed entries, she makes a Copy Company File for QuickBooks Mac and sends it to the client.

Drag the copy of your company file to the folder where you keep your QuickBooks company.

If you have attached documents in your backup, you should also see a folder called Attachments Library.

#Qb for mac accountants copy how to

Then, you can now restore it, here's how to restore it in QuickBooks. Afterward, let your client get their company file ready and convert it. Just a heads up, you can only send an accountants copy if both you and your client have the updated QuickBooks Desktop version. It also contains steps on how to schedule automatic backups of your company file. When sending an accountants copy in QuickBooks Desktop for Mac, your client has to convert their file to QuickBooks Desktop for Windows. Anyway, QB accounting programming comes furnished with gadgets and components for regulating pay, making requests, arranging charges, stock organization, to say the very least, yet that doesnt suggest that it is leaned to bumbles. This file contains a copy of your company file and other documents you saved in QuickBooks, like forms or PDFs.įor more details, you can click this article: Back up your QuickBooks Desktop for Mac company file. In this article, well help with covering the basic requests associated with the QuickBooks Desktop Accountant Copy. Once done, QuickBooks creates a DMG file when you create a backup. Select the folder to store your backup.In QuickBooks, select File then Back Up.

If you haven't back up your file, just follow the steps below: You'll have to restore your backup, to use QuickBooks. Since QuickBooks Desktop Mac doesn't have an accountant's copy what you've mentioned is correct. It's my pleasure to have you here, Let me share some information to continue work with QuickBooks.