How to Email QuickBooks File? | Step-by-Step Guide

by James Antonio

One of the most common questions business owners come across is how to email QuickBooks files. This question is a regular one among QuickBooks users who wish to transfer a QuickBooks file to their respective accountants.

It is imperative for a successful business to deal with this in order to prevent any kind of hindrance to business processes.

What is Emailing QuickBooks File is all About?

Small business owners hire accountants to handle their business accounting affairs. However, they are always worried about how to share their QuickBooks file via email.

There are multiple ways to transfer a company file; however, emailing is one of the best-recommended methods that can be done in a hassle-free manner.

Before you dig deep into getting answers to the question of how to email your QuickBooks file, you must be aware of the files that are viable for sending through email.

  1. QuickBooks Backup File

When you backup the company file, the backup file is saved by QuickBooks with an extension. The backup file is a compressed form of the QuickBooks file of the company that can be transferred through email only if the size does not exceed 25 MB.

One of the best things about transferring a backup file is that it can be received or sent on multiple versions of QuickBooks Desktop minus any problem during the opening.

  1. QuickBooks Portable Company File

In a portable QuickBooks company file, there are crucial financial data about your specific business. By removing useless data like images, logos, templates, and others, this file is compressed.

  1. QuickBooks Accountant File

It is safe and easy to share the Accountant copy of your QuickBooks file through email. This type of file utilizes the Intuit server to transfer a download link to the particular QuickBooks company file.

Why do you Need to Email QuickBooks Files?

There are numerous risks involved with sharing QuickBooks data through email. For instance, when a different email address is entered because of a key-punching mistake, then your crucial accounting information is in the wrong hands.

Also, in case your email is hacked in the absence of multi-factor authentication, your data is not save and is at risk. Only QuickBooks Accountant file transfer service utilizes file encryption to eliminate the security threats related to sharing a portable QuickBooks file via email.

How to Email QuickBooks File?

Here are the steps to email a QuickBooks company file:

Setting up an Accountant’s Copy

Step 1: Open your QuickBooks account, and in the File menu select Accountant’s copy and select Client Activities and then choose Create Accountant’s copy.

Step 2: Select Next.

Step 3: Type in a Dividing Date. This date separates from the part of your organization your accountant will work from the part you will work.

Step 4: Select Next.

Step 5: Alter the file name which QuickBooks recommends for the accountant’s copy. The particular file should have a.QBX extension.

Step 6: Change the recommended file location.

Step 7: Select Save and the QuickBooks application title bar will display Accountant’s Changes Pending.

Step 8: Provide the particular.QBX file to your respective accountant.

Step 9: Keep working with your company data.

Send your Particular Company File with the help of an Accountant’s Copy File Transfer

Step 1: In the File menu of your QuickBooks account, select Accountant’s copy.

Step 2: Choose Client Activities and then select Send to Accountant.

Step 3: Confirm that you wish to send an Accountant’s copy and select Next.

Step 4: Select a dividing date. Ensure that you coordinate with your particular accountant before selecting the date. Select Next.

Step 5: Add your accountant’s email details like name and address. Add the email address of your accountant again to confirm it is accurate. This email is used by QuickBooks to transfer your Accountant’s copy to your accountant.

Step 6: Add your name so that your particular accountant is aware of who has sent the Accountant’s copy.

Step 7: Add your email details and then you will get a confirmation email when the particular Accountant’s copy is uploaded to the Intuit server successfully.

Select a password to safeguard the Accountant’s copy. This password will be used by your accountant to use the Accountant’s copy. The passwords used for Admin login can be used here also, just ensure you inform your accountant about this.

Step 8: Select Send

Your particular accountant will get the email that will have a link to download your Accountant’s copy. He/she will use the password given by you to open the particular file.

There are numerous ways to send your QuickBooks file to your particular accountant via email. You are just required to follow the given steps. In case you miss out on any crucial step, it will lead to discrepancies and will give rise to an error.


What do you need to do if you want to Send a File over 25MB via Email?

If you have a larger file, compress it and then send it since most email services do not send or receive emails over 25 MB.

How can you send your QuickBooks File to your Accountant if the Size is a Problem?

You can send your QuickBooks file to your accountant using the Accountant’s copy when size is the problem.

What is a Portable File?

A portable file is nothing but a compact version of a company file. It is not a complete backup and hence it does not have your message templates, images, logos, etc. Additionally, it also does not have your log files, Loan Manager, Statement writer, .tlg files, and Fixed Asset Manager files.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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