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