Home
Contents
Legal
Dedicated
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Chapter 18
Chapter 19
Chapter 20
Chapter 21
Chapter 22
Chapter 23
Chapter 24
Chapter 25
Chapter 26
Chapter 27
Chapter 28
Glossary
Error
Messages

Chapter 27

Back to Previous Chapter

Forward to Next Chapter

Back to Contents

 

Advanced Search

 

Extracting Accountants Review copy

Before shipping out the accountants copy, note that, while it is out, operation within the company file is slightly restricted.  Plan accordingly.

To extract the review copy, have one or more floppy disc appropriately labeled.  The accountants review copy is essentially a specially tagged backup copy, and will require as many disks as a normal backup.  For that matter, backing up first is an excellent idea.  Moving the file is similar to making a  backup, and the procedures and precautions for backing up apply here.  With the company file open, clicking File| AccountantsReview| CreateAccountantsCopy starts the process.

The accountants copy needs a name designed for easy tracking.  A name pointing back to the client is a good idea.  The accountant should know if the client has more than one QuickBooks company file.  It may be necessary to label the disk, not only with the clients name, but with the source filename.

 

Contents |   Up   |   Previous   |   Next

About BlockTax   |   Awards   |   Contacts   |   QB Newsletter   |   Home   |   Legal
Last modified: May 21, 2004