Extracting Accountant’s Review copy
Before shipping out the
accountant’s copy, note that, while it is
out, operation within the company file is
slightly restricted. Plan accordingly.
To extract the review
copy, have one or more floppy disc
appropriately labeled. The accountant’s
review copy is essentially a specially tagged
backup copy, and will require as many disks
as a normal backup. For that matter,
backing up first is an excellent idea.
Moving the file is similar to making a
backup, and the procedures and precautions
for backing up apply here. With the
company file open, clicking File|
Accountant’sReview|
CreateAccountant’sCopy starts the process.
The accountant’s copy
needs a name designed for easy
tracking. A name pointing back to the
client is a good idea. The accountant
should know if the client has more than one
QuickBooks company file. It may be
necessary to label the disk, not only with
the client’s name, but with the source
filename.
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