Andrew J. Mark, CPA


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Client QuickBooks Upload

To send your QuickBooks® files to me please do the following:

  1. Go into your QuickBooks program and select File, Accountant's Review, Create Accountant's Copy.

  2. Click OK if it tells you it must close all windows.

  3. Save the file to your desktop or some other place where you will remember it.

  4. Send the file to me using the form below.  Just fill in your email then enter a subject and message if needed.  Click the browse button to find where you stored your QuickBooks file.  After selecting the file just click the Send It button and you're finished.  Logging in with a user id and password is no longer required.

  5. Please note if you have changed your password in  QuickBooks you will need to call or email me with the new information.

 

 

 

If you have any problems at all please give me a call

(480) 991-2820 or send me an email andrew@ajmarkcpa.com