Faq Accountant's File Transfer Service

1. Faq Accountant's File Transfer Service What is Accountant File Transfer Service (ACFT) and what are the benefits for both ProAdvisors and QuickBooks Desktop users. In this post we provide answers to some frequently asked questions that are related to Accountant's Copy File Transfer (ACFT). What is an Accountant's Copy? Clients can send a copy of their data to their accountant or tax preparer in QuickBooks Desktop It allows the accountant to work in earlier fiscal periods while the client continues to work in the current fiscal period. What is the Accountant's Copy transfer service? An accountants and clients can exchange Accountant's Copy files using Intuit's secure servers in QuickBooks Desktop. QuickBooks Desktop 2018, 2019 and 2020 both clients and accountants can send Accountant's Copies online in. How do I use this service? The way of using this service according to your job category like you is accountant or client. Clients: Create an accountant's copy to send to your accountant Accountants: Accountant's copy overview How much is this service? For ProAdvisors it a free service and he need to pay for the licenses otherwise you can purchase and use this service for $9.95 per year. For more information on purchasing this service, call ProAdvisor Sales 844-827-3817. Is there still a free option? Yes, an Accountants and clients can continue to exchange QuickBooks Accountant Copy files using normal email or external media (such as a Flash Drive, External Hard Drive, or Optical Disc). For manual on how to save an Accountants Copy, see Create an accountant's copy to send to your accountant.

2. Does my client have to buy a subscription to send me their file? No need to pay for your client to send an Accountant’s Copy (.qbx) files to you through our server, nor is there a fee for your client to receive and import your changes. The fee-based service is for you, the accountant, and includes downloading the client's .qbx file from our server and sending your changes by Accountant's Copy import file (.qby) through our server. If I have multiple licenses in my office, how do I activate the Accountant's Copy service on the other licenses? If you are a ProAdvisor, you can use a free subscription for each of the QuickBooks Accountant Edition and QuickBooks Enterprise Accountant Edition licenses provided with your ProAdvisor Membership. For additional licenses owned by your firm, the service is free if the licenses were "added onto" your ProAdvisor license, or were later merged with such a license. Why did I get a warning that I need to subscribe to the service? You received this warning for one of the following reasons: You tried to use ACFT without a valid subscription You are subscribed to the Accountant's Copy File Transfer service but your QuickBooks Desktop license data is not in sync with the data on our servers If you don't have a subscription, you can get one by becoming a ProAdvisor. If you have a subscription, but your license data is not in sync, take the following steps to sync your license data: Open any QuickBooks company file (even a sample file). Select Help. Select Manage My License. Select Sync License Data Online. Your license data is synched on Intuit servers. What if a client sent me a link to download their Accountant's Copy transfer file, but the link expired? When a client sends you a link to an Accountant's Copy transfer file, you have two weeks to download the file. If you are unable to download the file within this timeframe, the link expires. There is no way to recover the file from the link, so you will need to ask the client to send the file again.