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A
AccountantYYC
June 18, 2024
Question

Can my client open a company file in Desktop Premier 2024 that I created and setup in Desktop Premier Accountant 2024?

  • June 18, 2024
  • 2 replies
  • 0 views

Pretty much what the title says. I created my client's company file in Desktop Premier Accountant 2024 and did the setup, chart of accounts and some beginning entries to properly bring in the trial balance from their old accounting system. Will they be able to open the file in Desktop Premier 2024? 

2 replies

4
4Gal
June 18, 2024

Yes. You just need to send them the backup file (*.qbb) and they will restore it.

A
Alex M
June 18, 2024

Hi there Accountant YYC,

 

Thanks for reaching out about transferring data between you and your clients. I can provide some information about sharing a company file. 

 

Indeed, as mentioned by 4Gal, you can create a backup using the steps in this article, then provide the backup file to your client so that their chart of accounts as well as other information is already set up.

 

If you have any other questions, feel free to reach out here.

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