A major challenge for bookkeepers, accountants and tax professionals has always been finding a workable solution for sharing a client’s Quickbooks company file. There are a few options, namely:
- Physically exchanging the file
- Emailing or using a portal
- Accessing the file remotely
- Using an accountant’s copy
Each of these methods has its own disadvantages and limitations. The company file may be too large to email. Accessing the file remotely can only be done with Quickbooks Premier and only one user can take control over one remote computer. It requires a user to be physically present at each computer in order to setup a session. Physically exchanging the file is a time consuming and inconvenient. Using an Accountant Copy is just as frustrating. The process of exporting and importing the Accountant Copy is labor intensive and the risk of the file becoming corrupt is relatively high.
