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The US government is announcing numerous endeavors to provide relief from the effects of the Coronavirus pandemic. As tax and business announcements become codified we will post them.<
As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
If you do not have a personal portal setup please use: Document Upload<

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

How Do I Export My QuickBooks or Quicken File?

We have guides available to walk you through the process:

Mac OS X QuickBooks Export<
Windows QuickBooks Export<

Quicken is another beast entirely, and quite frankly small businesses should skip it and move directly to QuickBooks. That said, for those of you who haven't migrated yet, its better not to send us a backup file – instead contact us and we'll walk you through it.

If you have a Mac version of Quicken, see this guide:

Mac OS X Quicken Export<

If you need any more help just let us know.

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Keep Clean & Accurate QuickBooks Files

The IRS has begun to request QuickBooks or Peachtree files from taxpayers who are being audited—and they want them unaltered.

The IRS Stated< in response to a letter from the AICPA<:

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Mac Quickbooks Export & Accountant Transfer

Converting the Mac OS X QuickBooks file:<

Typically, we ask that clients send us an "Accountant's Copy" of their QuickBooks data. However, Mac OSX users need to follow a slightly different process.

The following walkthrough is done in QuickBooks Pro 6. The process will be similar for all recent QuickBooks versions but some of the wording may be slightly different.

1. With the company file open in QuickBooks for Macintosh, select the File menu and select Backup to QuickBooks for Windows.

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QuickBooks Consulting from ProAdvisors

While we can work with any accounting package, we encourage most of our businesses to use QuickBooks. But, sometimes more is needed than simply a suggestion. We can help you to properly reorganize your QuickBooks file, neaten it up, and share our experience, making QuickBooks easier and more useful.

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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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Walkthrough - Document Access Portal

Frankly, email is a poor and non-secure method to transfer files. To help serve you better, we are offering Document Access to all of our clients.

By logging in, you'll be able to download your tax returns, financial statements, et cetera. Additionally you can send us your organizers, bank statements, and QuickBooks files all in a quick, secure manner, and the system will notify us that it is available.

We've been working hard to ensure that all our clients are quickly setup on the system, if you have not received your welcome email yet, or would like to give an assistant access to your files as well, tell us by clicking here, and we'll set you up right away.

If you have already received the welcome emails, simply click the menu link on the right, 'Document Access', and if prompted install Microsoft's Silverlight. All modern browsers on Windows or Mac OS X are supported.

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Where Do You Recommend I Shop For Software?

Typically we purchase our non-enterprise software from< and suggest others do the same.

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