Sharing QuickBooks Desktop company files

The best way to share a file with your financial professional is to create a QuickBooks Portable file.

Need to share your accounting data with a Strongbox subscriber? Create a portable company file. This is a compact version of your company file that's small enough to send in an email or upload through a file sharing service. The QuickBooks portable file is a perfect tool for sharing with financial professionals such as accountants. 

For a guide on creating a portable file of your QuickBooks Company, follow this guide from the QuickBooks support site:

Create and open portable company files in QuickBooks Desktop

 

Strongbox users can follow step four in that guide to open the portable file in their QuickBooks system.