Receive an accountant review file

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2009 only.

If you employ an accountant to help you with your books, you and your accountant can use Accountant Transfer: Receive to transfer your financial files for review. If you and your accountant have enabled online transfer, you can select to automatically download the data files from an Office Live Web site, or you can send the financial information manually (for example, as an e-mail attachment or by copying the files to a CD or USB flash drive). To use the online option, you will be asked to supply your Windows Live ID.

Accountant Transfer: Receive

If you are an accountant, you can use Accountant Transfer: Receive to access company financial files that your clients have sent to you for review:

  1. *In Accountant View, on the File menu, point to Accountant Transfer, and then click Receive Client's Books.

    Note: *Accountants can access Accountant Transfer: Receive from Accountant View only. For more information, see About Accountant View.

  2. Follow the steps in Accountant Transfer: Receive.

Roles and permissions

To work with your company file, your accountant must have administrator access on the computer where Microsoft Office Accounting 2009 is installed. For information about managing roles, see Manage users and roles.

If your accountant does not have administrator access to the computer, the administrator for the computer must do the following in Accounting 2009:

  • Assign the Accountant role to the accountant's user name.

  • Import the data file that is to be reviewed.

  • Add the accountant as a user to the Imported Company with roles (Owner or Accountant).

  • Assign the Accountant role to the accountant's user name.

Note: If you specify a password for your company file, ensure that this password is given to your accountant. The person receiving the accounting export file must have this password to open the file.

Related topics

Send an accountant review file

Database Restore dialog box: options and information

Transfer an accountant review file online

Accountant Transfer: Send

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