One of the fastest and easiest ways for us to provide a free review, evaluate a potential new client and/or to provide a quote for services is for us to take a look at the QuickBooks file currently in use. The question is, how to send it, since these files are often large (depending on how old they are) and saving them isn’t as straight forward as you would think.
So I’ve put together a guide for transferring files to us for review, depending on the type of QuickBooks you are using. Each one has a slightly different process.
I also specifically excluded options like sharing through Dropbox or Google Drive. Not because those aren’t great options, but I would be writing this forever if I covered all the possibilities. Let’s just say if you know another way to get us the file (like using a dropbox link share) then great! If not, the methods below will work just fine.
QuickBooks Online Users:
After you log on, click on the sprocket symbol in the upper right next to the company name. From the
menu that appears, choose Manage Users. This will open a new window. Under the regular users is a section
to “Invite Accountant”. Enter our email there: info@capforge.com and click Send. That will allow us to log
on and review. You can uninvite us if you like once the review is complete (or any time you want really!)
QuickBooks PC Desktop Users (2012 and Newer):
Under the file menu go to Accountant’s Copy -> Client Activities -> Send to Accountant. A window with some info
will pop up, click Next. Choose “End of Last Month” as the dividing date, and click Next.
Enter capforge@gmail.com (Important- info@capforge.com won’t work here) as the Accountant email and include your email,
click Next. Enter Capforge1 twice as the transfer password, click Next. This will send us a copy of the file (if you also have a
password for your file, please send it to us in a separate email).
Once it has sent, go to Accountant’s Copy -> Client Activities -> Remove Restrictions and click OK and Yes.
This will remove the “Accountant Changes Pending” notice. Note- this option requires an internet connection. If it doesn’t
work, please use the directions for 2011 and Older files.
QuickBooks for MAC Users:
Under file go to Create Backup for Windows. Save the file. Then send the file to us as an email attachment (if you also have a password for your file, please send it to us in a separate email). If the file is too large to send as an email, go to free.mailbigfile.com and follow the steps to send a file using their service. Send
it to info@capforge.com. The service is free, secure and requires no registration.
QuickBooks PC Desktop Users (2011 and older):
Under the file menu at the top, select Create Copy and select portable copy. Save the file. Then send the file to us as an
email attachment (if you also have a password for your file, please send it to us in a separate email). If the file is too
large to send as an email, go to free.mailbigfile.com and follow the steps to send a file using their service.
Send it to info@capforge.com. The service is free, secure and requires no registration.
Still have questions? Let us know and we can help.
Most of my clients need the same types of products and services to manage and run their businesses, but they end up choosing from a huge variety of different providers. Why is that?