Important: If the verification isn’t successful, QuickBooks recommends that you rebuild your company file before sending it to your accountant. Click Verify (recommended) or Skip Verify.QuickBooks will ask you to verify the data in your company file. Choose the File and Save File for Accountant.Open the company file you want to share.To prepare your QuickBooks file for your accountant: To round-trip your file, we recommend that you and your accountant be on the same version of QuickBooks.

We called this round-tripping, it’s a process where you need to convert your QuickBooks Desktop for Windows file to a QuickBooks Desktop for Mac file or vice versa. Hi there, you can share the client files with your program by following the steps below.