How to share QuickBooks Files
There are a number of options for sharing your yearend QuickBooks files with us. We have created the comparison table below to assist you in choosing your preferred method.
Please use our secure Sharefile portal to send us electronic files created under any of the three options.
Option |
File Format |
Impact |
|
YourCompany.qbb |
This is the quickest way to create a copy of your information. This is our preferred method, but we can accept files securely in any format via Leapfile. You can not merge changes made by another person into your company file. |
|
YourCompany.qbm |
This creates a smaller file, but takes longer to create. You can not merge changes made by another person into your company file. |
|
YourCompany.qba |
Restricts your ability to change periods that have been sent to your accountant, allows your accountant to make adjustments and return the file. This process creates a dividing date and you will only be able to enter transactions entered after that dividing date. (Note: It is our policy not to enter transactions directly into customer data.) |