The company I now work for has Quickbooks installed for all their main accounts - some 50 different accounts are managed - but unfortunately their accountants don't have Quickbooks. They want to send their accounts from Quickbooks to the accountants on a CD. How can this be achieved assuming that the accountants will only read and not amend the data. I was looking at either .pdf or .csv, but cannot see how to export the files to either format.
I agree with wee eddie. My accountants have preferred programs which they suggest you use for their audits but, if you have a system already set up they will change to suit the client. Depends, I suppose, how much you are worth to them. If they can't accommodate your methods, go elsewhere. There are plenty of accountants around eager for business.
One of my friends uses Quickbooks as that was the program his accountant advised him to use and therefore he has no problem with it as they have it as well. If you do find a way to print it out and your accountants have to retype everything I would suggest you could end up with a hefty bill. I presume when they started using Quickbooks the accountant they used then had it. I suppose theres not much chance of going back to the previous accountant is there? Failing that its either change your software or your accountant.
But if you go into Reports, you will get an Export button. If you click on that you can export it to Excel. Once that has been done you save the Excel file which I assume can be used by your accountants.
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