![]() ![]() Note: You can use ShareFile to safely send us anything else-documents, tax forms and so on-which we need for your return. If you need help figuring out how to use ShareFile, we have a page to provide help here. You can hand delivery or even snail mail your backup QuickBooks file.īut the easiest delivery method uses our portal, ShareFile. If you want to see the location of the file you’ve just saved, click the Show File in Finder button in the last window.We’ll need this password to open your file later. In the Apply Password window, enter a password for the file if you wish to have one.Choose the name of your company file and click Save. In the upper-left corner of the program window, choose File → Back Up to QuickBooks for Windows.Save the file.Ĭreating a Backup File for QuickBooks for Mac In the next window, make sure the radio button next to Save it now is selected, then click Next.If a new window appears called Backup Options, click Browse, and choose a location to save your backup file to that you’ll remember. In the new window, make sure the radio button next to Local backup is selected, then click Next.In the upper-left corner of the program window, choose File → Back Up Company → Create Local Backup.Creating a Backup File for QuickBooks for Windows (You also need to provide us with the administrator username and password so we can restore the backup file.)įortunately, the steps to do this work pretty simply, as described below. If you use QuickBooks desktop, you want to provide us with a backup copy of the QuickBooks file. ![]() Choose Adviser as the user role and check the box next to Manage users.
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