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...
Step 2:
Allow Quickbooks to close all your open windows, by clicking OK.
Step 3:
Now you need to choose where to save the Accountant's Copy. In this example I clicked on the desktop selection on the left and then made a new folder by clicking the folder with the star on the top right and naming it 'Accountants Copy Walkthrough'. As you can see in the image below, the File will be named after the name of your company by default--in this case 'Famiglio Design.QBX'.
You've been successful!
At this point you need to decide how you would like to get your file into our hands. As of right now email is the most convenient, but burning a CD is a good second choice if there are problems sending large files with your email provider. If you do decide to send via email, please confirm with your staff accountant that the file has been received. Due to many different actively used Windows email clients, we don't have a specific walkthrough. Please contact us if you need aid in emailing a file.
Burning your file to a CD:
Insert a blank writable CD in your computer, and it should pop up on your desktop. Drag the QuickBooks file you just created and drop it on top of the CD icon as shown in the image below.
Select the CD icon, once you have it selected you will notice that the Trash on the Dock turns into a radioactive icon--drop the CD into it!
And up comes the dialog box below. If you would like to name the CD do so now. It may also be benificial to select the more reliable burning method under the Burn Speed toggle. Select Burn.
Now just wait for the process to complete!
