Instructional Self Help
Clips and Articles

QuickBooks Related

Create an "Accountants Review" in QuickBooks..

Shows how to create a QuickBooks "Accountant's Review" file to send to your accountant when using Quicken's QuickBooks business software. This enables you to keep using your QuickBooks file to generate invoices, record expenses etc.

Import Accountants Changes back into your company file..

Shows how to import the Accountants Changes into your QuickBooks file and bring it fully up to date.

Backups

 Click Here to view a tutorial video on creating a QuickBooks QBB backup file to send to your accountant. Note: A QuickBooks Backup is "not" the same as an accountants review. You will not be able to continue using your file and later update it while your accountant works on your backup..

 Click Here to view a sample of how to send your QuickBooks QBB backup to your accountant as an email attachment..

MYOB Related

Note: Unlike QuickBooks, with MYOB you will often need to make some of the changes required by your accountant manually. To that end, along with the Journal Entries to import into your file, you will also receive a letter which tells you what changes you must make manually. Remember to make the necessary changes detailed in the letter -before- you use the import journals procedure below. 

Click Here for Importing General Journal entries sent to you by your accountant into your MYOB data file to bring it up to date..

Backups

 Click Here to view a tutorial video on creating an MYOB Zip file backup to send to your accountant..

 Click Here to view a sample of how to send your MYOB backup file to your accountant as an email attachment..

 

Outlook Express

Can't see your file attachments?

If you use Outlook Express Version 6 as your email client, you may find that you're not able to view file attachments you receive sometimes. This behaviour is by design to protect you from dangerous file attachments. If you know an attachment you have been sent is safe and wish to over-ride this security feature so that you can view, save or execute it, follow the process described in this video..