Can you provide me with an Accountant's Copy of the QuickBooks file so I can make changes?

Sorry, but for various reasons we don't share edit access to the QuickBooks file. Please see this Sharing A QuickBooks File article for more info. If you need any reports in addition to what are already in your Client Dashboard, just let us know and we'll send them to you. If you need any changes made to the categories, please use the Transaction Detail sheet located in their Dashboard. Alternatively, feel free to reply to this email with a list of Adjusting Journal Entries you want us to make.

{{{WHEN SENDING THIS, LINK THE CLIENT'S DASHBOARD IN THE FIRST SENTENCE}}}

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