- #CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS HOW TO#
- #CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS PORTABLE#
- #CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS FREE#
- #CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS WINDOWS#
You can now easily add the file to the attachment of your email and send it to your accountant.
#CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS PORTABLE#
Hit Save and OK twice to save the Portable Copy of your Company File on your Desktop. Click Next and from the Save in drop-down list select Desktop. Select Create Copy and then click Portable Company File ( QBM). 
Open QuickBooks and click the File tab. To create a Portable Company file, follow the steps mentioned below. If your Portable Company file is still bigger than 25MB, then you can use online file-sharing services like Dropbox or Share File for secured data sharing. Other data like images, logos, templates, and letters are removed from the file to reduce its size. A Portable Company file only contains the financial information that needs to be shared with your accountant. We need to compress the file as some email services do not allow sharing of large data files. So if your accountant is using a different version of QuickBooks Desktop then make sure to send a backup copy of your company file.Ĭreating a Portable Company file compresses the file size to share it via email and other file-sharing services. You can create a backup copy of your company file using QuickBooks 2018, and your accountant can open it in QuickBooks 2019. #CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS FREE#
NOTE: A Backup Copy of the Company file is free from the limitations of being opened in different versions of QuickBooks Desktop. Save the file, and now it is ready to be shared via email.
#CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS WINDOWS#
Click Options and from the Backup Options windows choose a location to save the backup copy of your company file. Choose Create a Local Backup and from the Create Backup windows select Local Backup. Click the File tab again and select Backup Company. Open QuickBooks and from under the File tab select Switch to Single-user Mode. Follow the steps mentioned below to create a backup copy of your company file. If the file size is larger than 25 MB, then you might need to create a compressed file for sharing. However, as there are limitations of sending the data files via email, you can only share files not exceeding 25MB file size. This feature is currently not available for QuickBooks Online users, and it is recommended to regularly create a backup copy of the company file to protect your crucial QuickBooks data from loss or corruption. File Types that can be Shared via Emailįollowing are the file types that you can create for sharing your company file data with your accountant: Backup CopyĬreating a backup copy compresses the company file and creates a backup copy that can be sent via email. 
To overcome the negative aspects of emailing QuickBooks Desktop Company file, you can use QuickBooks Accountant File Transfer Service that encrypts the file and share it over Intuit®’s server for the security of your data. However, emailing the QuickBooks data is not the most secure way to share it with your accountant as emails might get compromised and can be sent to wrong email addresses by mistake. There are multiple ways to securely share your QuickBooks company file with your CPA, where sending the file via email is the most common method. Need Help Sending a Portable QuickBooks File to your Accountant via Email! Call Helpline Number 1.800.579.0391 for Quick Help and Assistance How Secure Sharing your QuickBooks Data via Email is?
Along with a detailed method of emailing QuickBooks files, we have also listed the pros and cons of sending QuickBooks data via email.
#CAN I USE QUICBOOKS FOR MAC TO ACCESS FILE ON WINDOWS HOW TO#
If you are not sure how to send your QuickBooks file to your accountant, then read on the complete blog for a step-by-step tutorial. Most small businesses choose an accountant to manage their day to day bookkeeping but, even if you hire an accountant, you need to have a basic knowledge of how things work. How to email QuickBooks file? This is probably one of the most commonly asked questions we get from the users who hire an accountant to manage their books.
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