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Accountant's Copy

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Sending us your Windows QuickBooks File

There are many several different ways for us to get your QuickBooks data, but the most efficient is to send us the Accountant's Copy. Most Windows versions of QuickBooks have the same or a similar process.

Step 1:<

From the file menu select Create Accountant's Copy...

Quickbooks Accountants Copy Step 1

Step 2:<

Allow QuickBooks to close all your open windows, by clicking OK.

Quickbooks Accountants Copy Step 2

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