Account management
If you're using QuickBooks Online (QBO) Advanced, you can back up your data to Google Drive, then share the Google Drive access link with your accountant, 6dayman.
To run a manual backup of your company file, you can follow these steps:
- Go to the Gear icon.
- Under the Tools column, select Back up company.
- Click Run manual Backup.
- Select the Full radio button, then hit Backup.
If you're using QuickBooks Online (QBO) Simple Start, Essential, or Plus, you can export reports and lists, save them to a flash drive, and share them with your accountant.
You can also make things easier by inviting your accountant to directly review your books in QuickBooks Online to give them secure access to your financial data, allowing them to manage reports, reconcile accounts, and provide expert advice in real-time.
Let us know if you have any other questions in the comments, and we're here to assist.
