RAS File Transfer Choices

File Transfer Choices

The service is extremely easy to use, on the client’s side it looks like this:

Review Data – this choice is similar to a backup from within QuickBooks.  A copy of the data is sent to the accountant.  There are no restrictions for the client.  The data is not electronically returned to the client with this alternative. 

Working Data – with this alternative, the client’s QuickBooks file is “grayed out” so they cannot access it until they retrieve the file back from the accountant.  This method eliminates the possibility of the client entering anything into the data file that will be overwritten when the back up file from the accountant is returned.

On the accountant’s side it looks basically the same with the additional field for the client number:

In addition to receiving (and sending with the working data) data from the client, it is also possible for the Accountant to use the tool to “send” the file back and forth between multiple computers.

More information on this topic

Remote Accounting Solutions