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 accounting data from QuickBooks Desktop with a Crunchafi Data Extraction user? A portable company file is a compact version of your data that's small enough to send in an email or upload through a file-sharing service.
To create a portable file of your QuickBooks company, follow the steps in this guide from the Intuit 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.