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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.


File Format


  1. Regular Backup – save your files in a backup format and upload to our secure server using Leapfile.


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.

  1. Use the QuickBooks portable file option to create a smaller file.


This creates a smaller file, but takes longer to create.  You can not merge changes made by another person into your company file.

  1. Create an Accountant’s Copy Transfer file


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.)

Stay current on evolving relief options. 

See our summary of the latest PPP2 loan details and other updates as they happen here

Please reach out if we can help you in any way!  


Please note our New Downtown Napa Address:

1000 Main Street, Suite 250
Napa, CA 94559 

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