Can i make a copy for mac 2015 with accountant 2015

Can i make a copy for mac 2015 with accountant 2015 manual#

The client is restricted from making any changes to their historical data which could affect their financial reports and tax liability.Any changes made by the tax preparer are tracked within Quick Books and can be imported to the client through an AccountantвЂ™s Changes file.A Dividing Date separates the historical transactions to be reviewed and edited by the tax preparer from the day-to-day transactions to be entered for ongoing, current activities in the account. This option allows the client to share their file with their tax preparer while continuing to work in their own copy of the file. In many circumstances, clients will be unfamiliar with the AccountantвЂ™s Copy functionality in QuickBooks.

Can i make a copy for mac 2015 with accountant 2015 manual#

Any changes made will need to be tracked by the tax preparer and submitted to the client for manual input into their copy (which in many cases may be overlooked by the client).Multiple copies of the QuickBooks file can result in confusion over which copy is the most current.The client may continue to work without restrictions on their end.

Quick and familiar method for the client to get their accounting history to their tax preparer.

Or, maybe they needed to provide a backup copy to their tax preparer at year-end. Perhaps they needed to store a copy of their QuickBooks file off-site for security reasons. Most QuickBooks users are familiar with the backup copy in QuickBooks and have probably created a backup file for their own purposes. Which type of QuickBooks file should be shared between client and bookkeeper?В It is important to understand the difference between the 'Backup' copy and the 'Accountant's' copy when sharing bookkeeping data and the advantages/disadvantages of each.