Accountant's Copy - Sending the File back to the Client - Step Three

So you, as the accountant or ProAdvisor, have made corrections or audited your clients books.  Now you have to send the file back to the client.  Here are the steps:

1. To send the change file back, go to file, accountant's copy, view and export changes for client.
2. Next,  I always save my changes as a pdf file.
3. Then, I select "Send changes to Client".
4. Then next screen should pretty much be filled out for you.  Add any notes to your client and click "send".

Here are the screen shots:

Click any photo to enlarge

And that is it to sending the changed Accountant's copy back to the client. 

Next post will be for your client and the instructions on how to open and merge your changes back into the current data file.

Lynda
Check out my website www.artesanibookkeeping.com