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 the QuickBooks and
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    For QuickBooks Version 2011-2012 Select File, Accountant's Copy, Save File, Accountant's Copy

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    For QuickBooks Version 2008-2010 Select File, Save copy or backup, Accountant's Copy.

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    For QuickBooks Version 2007 and earlier Select File, Accountant's Copy, Create Accountant's Copy

  2. If asked for a dividing date select the time period you want me to review, for example 12/31/2011 to review prior year.

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

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

  5. Send the file to me using the link 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. 

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

Link to You Send It

 

 

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

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