Thumb drive or external hard drive: ◦ Size is not an issue.Regular email attachment: ◦ Is not secure.Secure Email attachments (link provided by your accountant) will not accommodate the large size of backup files.It is a large file so it can be more difficult to send to your accountant.Check with your accountant to see if they provide a secure method for transferring large files, for instance, a client portal.Any work the accountant does will not affect your QuickBooks.There is no need to retrieve the backup file from the accountant.Once the backup is sent, you can continue to work in QuickBooks as you normally would.These backups should be on a separate computer or external device, never on the same computer as the original program.) (Best practice is to create regular QB File backups in case the computer, where your QuickBooks resides, crashes. If your computer crashes, everything prior to the date of creating the backup can be restored in its entirety.This also applies to passwords.Ī Backup QB File: This is a complete back up of your files that can be restored by your accountant, including logos, invoice templates, etc. NOTE: For all types of files, please use a secure way to get them to your accountant. Here is a rundown of options and their pros & cons. There is a lot of confusion among both clients and accountants about the myriad of ways a client can get their QuickBooks (QB) files into their accountant’s hands.
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