How to Send Your Quickbooks File to Your Accountant

Step 1. Create a new local backup copy.

While working in the company file you wish to send, click File > Backup...

Change the filename to MyBackup.qbb

Change the location to C:\

Click OK

If prompted with "The backup file you chose already exists. Do you want to replace it?" Choose "Yes"

Step 2. Upload the File to Your Accountant

Go to our Staff page: http://www.chmspc.com/staff

Click on your accountant's name and scroll down to the Send File form.

For "File" browse to the file, or type in the path and filename: C:\MyBackup.qbb

Enter your Name, Email address and any comments you wish to add in the File Description box.

Click Submit

Wait for upload to complete. It may take several minutes, depending on the file size and your connection speed. Upon completion it should take you to a page that says, "File Upload Successful"