Instructions for Sharing Your QuickBooks Data

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. Please follow the instructions below to share files with us.

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

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

Please contact QBO (Intuit) Support to obtain official answers to your security concerns. Here’s how (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.
One of my mom’s favorite maxims. And mine too.

QuickBooks Online users who need to share bank statements or other sensitive PDF documents with us should log into QBO, click “My Accountant” in the lower left corner of the screen, and then click “Shared Documents” in the upper left corner of the screen. Then upload your documents.

For QuickBooks Desktop: Please create a QuickBooks Backup (.qbb) file and click here to upload it using our secure file upload form. You should also use this form for sharing bank statements and other sensitive PDF documents with us.

Please note that if you’re using a Mac, 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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