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QuickBooks FAQs

Which type of file should I send to you?

Our preferred file type is a backup copy (.QBB). However, if your backup is a large file size, you should send the portable file (.QBM).

How do I send you a backup copy?

Open the QuickBooks file you want to send. Go to File > Save copy or backup > Backup copy. The default location to save the file should be your desktop, if it is not, then choose your desktop. Open your email program and write an email to us with the file you just saved on your desktop as an attachment.

How do I send you a portable file?

Open the QuickBooks file you want to send. Go to File > Save copy or backup > Portable company file. The default location to save the file should be your desktop, if it is not, then choose your desktop. Open your email program and write an email to us with the file you just saved on your desktop as an attachment.

How do I send you an Accountant’s copy?

First, open the QuickBooks file you want to send. Go to File > Save copy or backup > Accountant’s copy. The default location to save the file should be your desktop, if it is not, then choose your desktop. It will ask you the dividing date. If we are to work on your accounting for the entire year of 2009, then enter 12/31/2009. If we are working on your first quarter of 2010, then enter 3/31/2010. Open your email program and write an email to us with the file you just saved on your desktop as an attachment.