Product Tips
Accountant's Copy Rules for QuickBooks 2008By: Kathy Ivens
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Situation
You and your client may be having problems using the Accountant's Copy after upgrading to QuickBooks 2008.
Response
In QuickBooks 2008, the rules on what the accountant and client can and cannot do have changed. (Editor's Note: Sometimes it helps to have the process set out from a new perspective. That's why we wanted to share these documents with our readers.)
Here are three links to PDF files that explain the new rules.
There are also versions of the guide that are specific to just the accountant or just the client. The client instructions could be shared with your clients, for example. The accountant instructions can be shared with colleagues as appropriate.
Copyright© 2008 CPA911 Publishing LLC. All rights reserved.
Editor's Note: The above tip is copyrighted by CPA911 Publishing and is adapted here with permission. More tips can be found on the CPA911 site.
Kathy Ivens is the acclaimed author of several print volumes on QuickBooks, including QuickBooks 2008: The Official Guide (McGraw-Hill) and Running QuickBooks 2008 Premier Editions (CPA911 Publishing), as well as editor of the CPA911 Newsletter.
Last Updated: 04/01/2008
