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The only negative result of not buying a new product every year tends to be the annoyance of trying to get your file to work for your accountant at tax time, since Intuit hasn’t made sure that QuickBooks files from different versions of the program are compatible with each other. This second type of updating often doesn’t make much sense financially for business owners, so many just don’t do it (which is completely fine). And their idea is that business owners should purchase a new QuickBooks product every year. Intuit releases a new version of QuickBooks each year, often with a few new bells and whistles.
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You download them from within the QuickBooks program, and they are often called things like “R2” or “R17.” The other type of updating QuickBooks is purchasing the latest version of the QuickBooks software from Intuit.
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These are the updates that are free after you’ve purchased the product. One type of updating is when you download updates for your particular version of QuickBooks (often for things like bug fixes and security updates). Understanding How QuickBooks Updates It’s important to understand that there are two different ways to “update” QuickBooks this will provide context for why your accountant may often have such trouble getting your files to open on his or her computer. A more detailed explanation of this reasoning follows below. This is true both for versions of QuickBooks from different years and versions of QuickBooks designed for Mac versus Windows. Why We Generally Use QuickBooks Backup Files We use QuickBooks backup files most frequently because backup files can work between different versions of QuickBooks.
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Note that we will also need the administrator password for the.QBB file to restore it on our end.
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If you need help figuring out how to use ShareFile, we have a page to provide help. Our next-best alternative is to receive documents using our encrypted file-sharing service, ShareFile. Sending Us the Backup File Our favorite way to receive QuickBooks backup files is in-person delivery at our office on a flash drive or CD-ROM. You have now created a.QBB file you can send to your accountant.

If you want to see the location of the file you’ve just saved, click the Show File in Finder button in the last window. We’ll need this password to open your file later. In the Apply Password window, enter a password for the file if you wish to have one. Choose the name of your company file and click Save. In the upper-left corner of the program window, choose File → Back Up to QuickBooks for Windows.

You have now created a.QBB file you can send to your accountant.Ĭreating a.QBB File in QuickBooks for Mac. In the next window, make sure the radio button next to Save it now is selected, then click Next. If a new window appears called Backup Options, click Browse, and choose a location to save your backup file to that you’ll remember. In the new window, make sure the radio button next to Local backup is selected, then click Next. In the upper-left corner of the program window, choose File → Back Up Company → Create Local Backup. Creating a QuickBooks Backup File Creating a.QBB File in QuickBooks for Windows. The instructions below only apply to desktop versions of QuickBooks. Note: If you use QuickBooks Online, for instructions on how to send us your data. And if you’re interested, at the bottom of the page you can also dig into the details of why.QBB files are by far the most common type of file we work with (as opposed to.QBW or.QBA files). The most common way we receive QuickBooks data from clients is via QuickBooks backup files (or.QBB files), so we’ve provided some short, simple instructions for how to send us this type of file.
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How can the answer be improved? If you are using QuickBooks 2017 (Windows or PC version), the following. You can directly email the Accountant's Copy in QuickBooks to your. Frustrated with trying to get a QuickBooks file to your CPA or perhaps.
