Instructions for Sharing Your QuickBooks Data

If you need a Nondisclosure/Confidentiality Agreement, you may complete ours or, if you prefer, we can use your form.

Instructions For QuickBooks Online (QBO): Please copy and paste the email address while following the official QBO/Intuit instructions.

If you’re uncomfortable giving us access to QBO, please contact QBO (Intuit) Support directly to obtain official answers to your security concerns. Here’s how to contact QBO/Intuit support (as of August 2020).

  1. Log into QBO and click “Help” in the upper right corner.
  2. Then in the first popup screen, click “Contact Us” at the bottom.
  3. In the next popup screen, you’ll have to enter a question of some sort to get a phone number. What you type here doesn’t matter.
  4. hen on the final popup screen, you can start an online chat, request a callback, or click “Get the Number” to get a phone number.
Only if you want us to complete your monthly account reconciliations. If having your bank account number on your bank statements makes you uncomfortable, make a copy and mark out the account number before sharing the copy with us. For your protection, we ask that you not email PDF files such as bank statements, because they contain your account number(s) and emails can easily be intercepted by criminal hackers. Instead, please use the Guest option on our secure client portal to upload your files.
One of my mom’s favorite maxims. And mine too.

For QuickBooks Desktop: Please create a QuickBooks Backup (.qbb) file and use the Guest option to upload it to our secure client portal. You should also use this portal for sharing bank statements and other sensitive PDF documents with us.

Please note that if you’re usin QuickBooks Desktop on a Mac or Apple device, you’ll have to convert your file first because we’re using Windows. Click here for official QuickBooks/Intuit instructions on converting your QuickBooks for Mac file to QuickBooks for Windows.

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