Easy Tech TutsHow to Send QuickBooks Accountant Copy Easily 2026
By Impran M N
Sharing your books with an accountant for tax prep or review shouldn't mean handing over your entire file or risking data conflicts. This guide explains how to send a QuickBooks accountant copy, letting your accountant make adjustments while you keep working. It's built for small business owners who regularly collaborate with an outside accountant or bookkeeper.
01Understand why an accountant copy matters
An accountant copy lets your accountant review and adjust the books during a specific period without locking you out of daily transactions.
02Create the accountant copy
Use QuickBooks Online's built-in option to generate a copy of your books for a defined date range.
03Send it to your accountant
Share the accountant copy directly through QuickBooks or export it so your accountant can access it remotely.
04Continue working while it's reviewed
Keep entering day-to-day transactions as normal while your accountant works through the copy in parallel.
05Import the accountant's changes
Once your accountant sends back their adjustments, import them into your live file to merge the changes accurately.
Frequently asked questions
Can I still enter transactions while my accountant reviews the copy?
Yes, that's the main benefit — you keep working in your live file while the accountant reviews a separate copy.
Will sending an accountant copy risk corrupting my data?
No, this feature is specifically designed to prevent data conflicts between your ongoing work and the accountant's adjustments.
How do I merge my accountant's changes back into my file?
QuickBooks provides an import process for the accountant's changes so they merge cleanly into your live books.
Is this feature available to beginners?
Yes, though it helps to follow the steps carefully since importing changes incorrectly can create discrepancies.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
