Mackey Business Solutions, LLC

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Prepare for Review

When you are ready to send a copy of your QuickBooks file to us for review, listed below are the directions on how to create a user and then upload a desktop version back-up copy of your file.

If you have QuickBooks Pro, Premier, or Enterprise Solutions, you will need to send us a back-up copy of the file unless you have remote access available.

HOW TO INVITE A USER TO QUICKBOOKS ONLINE

  1. Sign into your QuickBooks Online account
  2. Select Gear Wheel (in Upper Right Hand corner) > Select Manage Users
  3. Select Invite Accountant (on bottom)
  4. Enter the following email address for the invitation: Mackey@EverythingQB.com
  5. Follow on-screen instructions to submit
  6. You’re done!

HOW TO SEND A BACK-UP COPY FOR REVIEW (Pro, Premier, Enterprise Solutions)

***We Do Not Recommend creating an Accountant Copy for File Review***

To create a standard backup copy of a QuickBooks Pro, Premier, or Enterprise file, there are two methods depending on if you have a password assigned on your QuickBooks file.

NO USER PASSWORD

From within your QuickBooks file choose: File > Create Backup (Backup for Mac users) or Create Copy Depending on Year

  1. Follow on screen options to save backup to desired location (ie: desktop, user folder, etc)
  2. Attach backup file to the upload portal and include the year, version (Pro/Premier/Enterprise), and please indicate that there is NO ADMIN PASSWORD on the upload notes.

WITH USER PASSWORD

  1. First a user needs to be created
  2. Choose Company > Setup Users > Add User > Enter Mackey as username and 1234 as password, create as an External Accountant
  3. From within your QuickBooks file then choose: File > Create Backup > Follow on screen options to save backup to desired location (ie: desktop, user folder, etc)
  4. Attach backup file to the upload portal and include the year, version (Pro/Premier/Enterprise), and indicate that a username and password was created in the upload notes.

 

We will contact you as soon as possible once received.

Mackey Business Solutions is committed to helping you with all your Intuit QuickBooks® sales and accounting support, software design, troubleshooting, and training needs.

Call us today!!! (888) 626-1426

Shannon Mackey

Payment Authorization

This secure webpage contains the payment authorization form below. Please note that the submitted form is required for a consultation meeting to be scheduled, before estimates are provided, or any QuickBooks accounting work will be performed.  Electronic Check (also known as Bank ACH), American

ClientPortal

About Mackey Business Solutions, LLC

Mackey Business Solutions, LLC is an authorized accounting consulting and software solutions firm specializing in conversions from accounting programs like Sage (Peachtree) and MAS to QuickBooks and Intuit’s suite of products as well as 2400 or so 3rd party Intuit approved and integrated software providers.

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