Saving a QuickBooks file for your accountant

Sometimes, it’s useful to send your company file to your accountant, have him or her review it, maybe make some changes, and send it back. (If your accountant uses a Windows version of QuickBooks, we call this round-tripping.)

To prepare your QuickBooks file for your accountant:

  1. Open the company file you want to share.
  2. Choose File > Save File for Accountant.
    QuickBooks will ask you to verify the data in your company file.
  3. Click Verify (recommended) or Skip Verify.
    Important: If the verification isn't successful, QuickBooks recommends that you rebuild your company file before sending it to your accountant.
  4. Once QuickBooks tells you that the verification is successful,  name the converted file and navigate to where you want to save it.
  5. Click Save.
    If you have a Dropbox account and you want to save the file to your dropbox, click Select Dropbox Folder.
    QuickBooks will prompt you to create a password to protect your company file. Enter a password or, if you don't want to password-protect the file, leave the fields blank.
    Note: If you do enter a password, be sure to share it with your accountant!
  6. Click OK.
    QuickBooks will create a QuickBooks backup file (.qbb file extension).
    You can click Show File in Finder to locate the file on your Mac.

When your accountant returns your company file, he will need to choose the utility "Copy Company file for Mac."