Learn how to set up an External Accountant user in QuickBooks Desktop.We recommend all accountant users be set up as an External Accountant user. They can also use accountant-specific tools to help you prepare for taxes. Import Your accountant's Changes into your Company File - QuickBooks The following applies to existing customers using the QuickBooks Desktop Accountant Bundle ONLY. For future reference, check out this link: Update QBDT to the latest release. You'll receive an email from Intuit containing a link to download your client's company file. Step 3: Select Accounting Tools. The first bill date will be on the date of enrollment. However, like the accountant copy, a portable file can be sent via email or syncing application such as Dropbox. Does not allow the same QuickBooks file to be open concurrently. All Bundle Subscriptions must be activated or attached to a QBOA customer within 60 days of purchase, or the pricing for all non-activated units will revert to then-current ProAdvisor Preferred Pricing. Theycanmake anychanges for you. In the Invite your accountant field, enter your accountant's email address. Your accountant can send you an Accountant Changes file that you can save on your hard drive. Open the file in QuickBooks to make the necessary changes. Thanks for joining in on this thread. Any extra information is appreciated.We are looking forward to hearing from you. Access the download link and you'll receive another email with the one-time password your client provided during the upload. QuickBooks Accountant Desktop Premier Software Bundle. Accounting News: April in Review - Right Networks Lastly, enter the dividing date and then select Next. Works with Accountant Copy files from QuickBooks Pro, Pro Plus, Premier, Premier Plus, and Premier Industry Editions 2020-2023. For more information on managing user rights or deleting clients, QuickBooks Desktop Training and Certifications, Quickly create and e-File Federal and state tax forms, Support up to 50 clients with just one subscription. You can put the file on a USB and give it your accountant, attach it to an email, or share it through a cloud service like Box. Holidays and events beyond our control. If you use QuickBooks Desktop Pro or Premier, or you don't use Advanced Inventory, you can skip this step. I hope this helps those of you accountant Desktop users in deciding to upgrade your QBOA account to include the Desktop Accountant tools - it'll more than pay for itself in the long run, I promise! Ready-to-use resources to market and grow your practice. Easily manage relationships between companies via one dashboard and track transactions by assigning assets and liabilities accounts. Each Rev Share Subscription must be client-billed, and cannot be paid for by the QBOA firm. Bundle Subscriptions will be charged to the credit card through the QBOA account. Not sure if Premier, or QuickBooks Desktop Pro is the better choice for your needs? Accounting Practice Management Software (2023) Emerging Favorite. Any canceled or terminated QBO subscriptions during the Offer Term cannot be transferred to another QBOA Customer. The offer will expire when a QBO subscription is canceled or terminated prior at any time during the Offer Term. This option does not allow the client and the accountant to both work at the same. Enterprise messaging access available 24/7. Still uncertain? QuickBooks Accountant's Copy and Accountant's Change File Add an accountant as a user Go to Settings , then select Manage users.
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