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QB - bookkeeper/client process

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Beth



Joined: 15 May 2008
Posts: 1

Posted: Thu May 15, 2008 8:15 am    Post subject: QB - bookkeeper/client process  

I am about to start my own bookkeeping business; however, I'm unsure how the quickbooks accountant version works with clients. Can someone please help me understand how the process works? If the client and I both have quickbooks and I am entering in his information on my software, will the client be able to access the info on his software?

Can someone please explain what their process is for handling the clients information and providing it back to the client?
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Ken



Joined: 17 Aug 2005
Posts: 148

Posted: Wed Jul 23, 2008 5:56 pm    Post subject:  

This would take to long in a post. The client would need the file on their computer. The Accountants Copy allows you to take a copy of their work and work with it on your computer while they still use QB for their day to day bookkeeping. I would suggest getting additional training in QB like Universal's Professional Bookkeepers Guide to QuickBooks.
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