I thought this would be a timely topic. Every year at this time, I am glad I do not do taxes. A good friend of mine, who is an accountant, is going crazy right about now. With the deadline looming for the personal returns.
But, back to the topic at hand. So, you send the accountant's copy to the CPA and he nicely makes the changes and enters the Year End entries (so you do not have to) and he sends you your file back. How do you merge the files?
You need to save the accountant's copy to your desktop (so you know where to find it easily). Next open QuickBooks and go to file>accountant's copy>open or convert an accountant's copy. Here is a screenshot of the flow of the accountant's copy:
Then just follow the steps to merge the two files. Once you have completed the merge, the two files will have merged and any changes the accountant made will be entered in your newly merged data file.
And it is as easy as that! If it was only that easy on tax day....bah humbug!
UPDATE: Inuit has changed the accountant's copy upload. You now receive an email telling you that you can now just upload from the web directly (you can still save the file, as described above if your accountant emailed it as an attachment). Just open the file and go to file, accountant's copy, upload change file from the web. They made this step even easier!
UPDATE: Inuit has changed the accountant's copy upload. You now receive an email telling you that you can now just upload from the web directly (you can still save the file, as described above if your accountant emailed it as an attachment). Just open the file and go to file, accountant's copy, upload change file from the web. They made this step even easier!
Lynda
Check out my website www.artesanibookkeeping.com
Tidak ada komentar:
Posting Komentar