Keep QuickBooks In-sync
Use QuickBooks' Import Accountant's Changes feature to keep your Company-file in balance with the Accountant's records and Tax Returns.
If your accountant sends you an Accountant’s Copy import file, import the file. If you do not know how to do so, refer to the QuickBooks help menu content or contact your tax preparer or QuickBooks ProAdvisor. If your accountant sends you a list of journal entries to enter, enter them. If you are not sure you can do the entries accurate, work with your accountant or QuickBooks ProAdvisor.
If your accountant does not typically send you an import file or a list of journal entries to enter, request this information so the balances in your file will agree to the balances the accountant has in his or her files.
If your accountant is not sending you an import file or a list of journal entries to enter, it could be due to the condition of your QuickBooks data. If your data file contains serious setup or data entry errors or if the data entry in the file is incomplete, the accountant will find little reason to keep your file synced with his or her records. You may need to work with your accountant or QuickBooks ProAdvisor to maintain correct and thorough information in your QuickBooks file before entering year end entries or importing your accountant’s changes will have much benefit for you.