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Oct 10, 2024 5:47 PM UTC
Question

I am attempting to run an accountant's copy in QB Online. I do not have the Export Data option under Tools in the gear Icon. Why? How can I run an accountant's copy?

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2 replies

Oct 10, 2024 7:25 PM UTC

Hello there, kkrenek.

 

In QuickBooks Online (QBO), you can't create an Accountant's copy like in QuickBooks Desktop. However, you can add your accountant as a user to access your account and perform necessary tasks.

 

To add or invite your accountant, here's what you'll need to do:

 

  1. Sign in to QBO as a primary admin.
  2. Go to the Gear icon at the top.
  3. Choose Manage users.
  4. Go to the Accountants or Accounting firms tab.
  5. Enter your accountant’s email address.
  6. Click Invite.

 

After that, your accountant should check their email inbox to accept the invite.

 

For more details on inviting your account, you can refer to this article: Add accountant users in QuickBooks Online.

 

Also, I recommend checking this article to learn best practices for managing your users: Add and manage users.


Feel free to reach out if you need further assistance. We're always here to help, kkrenek. Have a great day!

Oct 11, 2024 12:35 AM UTC

@kkrenek-celadonf 

What file format? *.qba or else?