The detailed process on how to email QuickBooks file

QuickBooks provides tools and features to make accounting and related processes easier for its users. Businesses need accounting services to manage their finances and do the taxes. A company may need to outsource their tasks to accountants. QuickBooks provides the option to send your company files to your accountants and other stakeholders. If you are wondering on how to email QuickBooks file just like thousand other users. We are here to help you through the blog. We will discuss the related aspects and the steps to email the file.

If you want to know how to email QuickBooks file or need an expert to assist you through the preparing and sending process, contact us at our 844-932-1139.

Is it safe Sending QuickBooks Files Using Email

You should be aware of a few things if you are sending QuickBooks Files using Email. Emails have been compromised several times in the past and thus pose a risk to the integrity of your data. It also increases the chances of human error. If you typed a single letter incorrect, it can reach somewhere else. Even though email is not a full proof method for data transfer, it is widely accepted as safe and used worldwide. You can easily use it to share your company files with your accountant.

QuickBooks also provides the option to send the Company files through QuickBooks Accountant File Transfer Service. It encrypts your data and thus keeps it safe. It is password protected and can only be authorized users increasing the safety of your data.

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Guide for Sending a Portable QuickBooks File on email

There are several options available in QuickBooks to share the Company file be it to your Accountant or some other stakeholder. You can send the backup file of your file easily which can be opened in other version of QuickBooks as well. QuickBooks also has a specific option of making Accountant’s copy. QuickBooks lets you create a portable version of your QuickBooks file which has various utilities. The portable files only retain the necessary information and removes logos, images, etc. It decreases the size and can easily be exported through email. The detailed guide for sending a portable QuickBooks file on email are as follows:

1. Go to the menu bar and select the ‘File’ menu.

2. Select the ‘Create Copy’ option and then choose ‘Portable Company File (QBM).’

3. Press the ‘Next’ button and go to the ‘Save in’ box.

4. Choose ‘Desktop’ and then click on ‘Save.’

5. You will be asked to press the ‘Ok’ button twice to complete the process.

6. Open your web browser and Google search your mail service provider.

7. Go on to create a mail, fill in the mail id of your Accountant.

8. Add the saved file as an attachment to the email and click ‘Send.’

Concluding

Through this blog, we discussed the different methods that can be applied if you want to know how to email QuickBooks file. You can easily follow the steps mentioned in here but if you need an expert, call us at our 844-932-1139 and talk to our experienced and certified users.