Tax Preparation – QuickBooks Accountant’s Copy

Financial Management

QuickBooks Accountant’s Copy allows you to send your QuickBooks file to your CPA or accountant for cleanup while you still work in the system. Similar to a backup or portable company file, the difference is that you choose a dividing date. The accountant will be able to work in the file prior to the dividing date. You can continue to work in the file after the dividing date.

When the accountant has completed the work and sends it back to you, your upload of the changes now includes all of their changes and is live in the system. You also have access to those dates again.

Note: While the accountant is using the accountant’s copy, you’ll be able to view all dates. You just won’t be able to enter transactions prior to the dividing date.

Fourlane has four QuickBooks training videos on Communicating with your CPA that gives step-by-step instructions on this powerful QuickBooks feature. And, of course, let us know if we can help!


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

Back to list

Leave a Reply

Your email address will not be published. Required fields are marked *