Secure File Transfer for Info Plus (+) Accounting Clients
To transfer a copy of your QuickBooks file (or other requested files) to us, please click on this secure link.
This link allows you to upload your file(s) to a secure location. We are then notified, and can download the copy to our server.
If you are transferring a QuickBooks file, you can choose to upload either the regular working file, a backup file, or you may wish to create a portable company file. Here are instructions for each of these options:
- To send a copy of your working file, you will need to note the location of your current working file on your computer, close out of QuickBooks, and then select that file for the upload (the file extension will be .QBW – if you see more than one, choose the latest, largest file with a QBW extension).
- To send a copy of your current backup file, switch to Single User Mode, then go to File/Save Copy or Backup/Local backup, and then choose where you would like the backup saved so you can access it for the upload (the file extension will be .QBB).
- To send a portable company file, switch to Single User Mode, then go to File/Save Copy or Backup/Portable company file and then you will choose where to save the portable company file (be sure to remember the location – the file extension will be .QBM).
If you have not previously provided your password, please call or email to let Diane know your ‘Admin’ password.