From a client’s new bookkeeper (T):
I need the instructions as to what I do from inside quick books itself to create the zip file. I am sorry but I have never done this before.
Thank you,
My Reply:
What version of QB are you using (2007, 2008, 2009, etc)? There have been some changes in the process for sending Accountant Copies in the most recent versions; so I don't want to confuse you.
Kerry
T:
Kerry,
We upgraded from QB 2006 to QB 2009.
KMK:
Thanks for the update on the QB version you are now using. The process for sending accountant's review copies of QB files was actually changed quite a bit between the 2006 and 2009 programs. There are now two main ways to do it.
I am going to try to use a new software tool to make some little mini videos on how to do this, which will hopefully be easier to follow than
a written description. I will send those on to you as soon as they are done.
Kerry
T:
Kerry,
Thanks for your help. I will get the information to you as soon as you send me the videos. Thank you so much.
KMK:
I've created and uploaded short videos showing the two ways how to create a QBX file in the QB 2009 program to send to me.
The first is the Save File function which is when you are going to send me the file yourself as an email attachment, an upload to my online storage service, or by copying onto a CD or flash drive. The video can be found here.
The second is the new feature that Intuit has, allowing you to send me the QBX file directly from within the program via their online storage service. This doesn't work well if you have a very large file and/or slow internet service. The video can be found here.
I hope these are helpful. I will also be posting these to my QB blog and to my website.
Let me know if you have any problems or questions.
Kerry
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