Account management

Thanks for joining the Community and getting involved with this thread, FPSD.

You can consider creating an accountant's copy of your company file to share with an auditor.

Here's how:
 

1. Initially, you'll need to turn off any Advanced Inventory features you're currently using. They can be turned back on once you send the Accountant's Copy.
2. In your top menu bar, go to File, then Send Company File.
3. Hover over Accountant's Copy and Client Activities.
4. Click Save File, then Next.
5. Choose Accountant's Copy, then hit Next.
6. Enter the dividing date and select Next.

You'll now have an Accountant's Copy. It has a .qbx file extension and can be shared with an accountant, auditor, etc.

You can also send a file through the Accountant's Copy File Service.

Another option is to create a standard backup and share it with your auditor.

If there's any additional questions, I'm just a post away. Have an awesome Friday!