What we need from you in order for us to complete the general ledger work:
Provide us with your current UPDATED QuickBooks data file for your business. Please provide an ACCOUNTANT’S copy.
In most situations, all we need is an accountant’s copy of your QuickBooks file. That will allow you to continue working on the file on your end. If we find we can’t use the accountant’s copy, we will let you know.
If the file is too large to EMAIL to us, we can move it via remote access or you can upload it to us via our website.
Provide us with a list of any questions you may have about your QuickBooks file. Include any comments of something you may have noticed but can’t fix.