QuickBooks is a popular accounting software that is widely used by businesses of all sizes. One of the key features of QuickBooks is the ability to create and send accountant’s copies of financial statements to an accountant for review and analysis. Sending an accountant’s copy via email is a convenient way to share financial information with an accountant quickly and securely. In this article, we will discuss the steps you need to take to email an accountant’s copy in QuickBooks.
The first step in emailing an accountant’s copy is to create one in QuickBooks. To do this, go to the “File” menu in QuickBooks and select “Create Copy for Accountant.” Next, choose a dividing date for the copy, which is the point in time when you want the accountant to start reviewing your financial information. QuickBooks will create a copy of your file that includes all transactions up to the dividing date.
Once you have created the
Accountant’s copy, you will need to save it to your computer. QuickBooks will prompt you to save the file to a location on your computer or network. Choose a location that is easy to remember and access, such as your desktop or a shared folder on your network.
To make it easier to email the accountant’s copy, you Jordan Email List will need to compress it into a smaller file size. This is especially important if you have a large file with a lot of transactions. To compress the file, right-click on the saved accountant’s copy and select “Send to” and then “Compressed (zipped) folder.” This will create a compressed version of the file that is smaller in size.
Once you have compressed the accountant’s copy, you can attach it to an email and send it to your accountant. Open your email client and create a new message. Attach the compressed file by clicking on the “Attach” button and selecting the compressed file from its location on your computer. Be sure to include a brief message in the body of the email explaining what the file contains and the dividing date you chose.
After you have attached the
Accountant’s copy and written your message, you are USA CFO ready to send the email. Double-check that you have included all the necessary information and that the compressed file is attached before hitting the “Send” button.
In conclusion, emailing an accountant’s copy in QuickBooks is a straightforward process that can save you time and provide your accountant with the information they need to analyze your financials. By following these steps, you can securely and efficiently send an accountant’s copy via email, allowing you and your accountant to work together to keep your business finances on track.