Backup and Upload Computer Accounting Backups

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Select from the Accounting Software that your are using so that we can provide instructions on how to backup and upload the backup to our office:

Quickbooks Desktop
Quickbooks OnLine
Sage (Simply Accounting) Desktop
Sage Business Cloud Accounting

Quickbooks Desktop

To backup your Quickbooks Desktop:

  1. In QuickBooks, go to the File menu and select Switch to Single-user Mode.
  2. Go to the File menu again and hover over Back up Company. Then select Create Local Backup.
  3. In the window, select Local Backup and then Next.
  4. In the Local Backup Only section, select Browse and select where you want to save your backup company file. We suggest you save to your Desktop so that that .qbb backup can easily be found.
  5. Set the number of backups you want to keep. This is optional.
  6. When you're ready, select OK.
  7. Select Save it now and Next.

QuickBooks creates a single backup company file end with an extension of .qbb. When it's done, you get a confirmation message.

Uploaded your Quickbooks Desktop (.qbb) backup to our office:

  1. Click here to open our Upload section in a different web page/tab.
  2. On the Upload web page/ tab complete your:
    1. E-Mail Address
    2. Your Name
    3. Your Mobile Phone Number
    4. Answer Yes to being a client with our firm. If you are not a client with our firm, Click here to first request a client record to be setup in our office.
    5. Provide a brief description of the Quickbooks .qbb backup including the year end date as well as providing the Quickbooks Desktop password (if applicable).
    6. Agree to the Terms of Use and Privacy Policy.
    7. Click the Attach button and Browser to the location of the Quickbooks (.qbb) file.
    8. Once the Quickbooks Backup (.qbb) file is attached then continue by clicking the Send button.
  3. IMPORTANT: Once the submission is completed, please Click here to notify our office that you have submitted your Quickbooks Backup (.qbb) file.

Please note that once you submit your Quickbooks Desktop backup (.qbb) our firm is not able to return this file (or a new .qbb backup) as we utilize the latest accountants version for Quickbooks Desktop and hence this will file compatible with your version of Quickbooks Desktop.

Quickbooks On-Line

As Quickbooks Online is located within the cloud, instead of your downloading the data, you can simply add our firm as the accountant to your Quickbooks Online as follows:

 

1.Navigate to the Manage Users Menu

From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.

 

 

2.Open Invitation

On the Manage Users page, click Invite Accountant to open a new invitation.

 

3.Enter Your Dedicated Accountant's Name and Email

Enter your dedicated accountant’s name and email address into the text boxes and click Next when you’ve finished.

If you are unsure of who your dedicated accountant is, Click here and our office will provide the dedicated accountant's name and e-mail address.

 

4. Finalize Invitation

Click Finish and you’re done. Your accountant will get an email with a link to your QuickBooks. From there, it’s up to your accountant to log in and start working on your books.

 

Sage (Simply Accounting) Desktop Backup

To backup your Sage (Simply Accounting) Desktop file continue by:

  1. Make sure you are logged into the company you wish to backup
    • If you have Sage 50 Premium or Quantum be in single user mode under sysadmin
  2. Click on File, Backup.
    • You can also click on the Backup icon (looks like a file cabinet) from the toolbar on the top of the Home screen.
  3. In the ‘Sage 50 – Backup' window, enter the file name.
    • It would be a good idea to include the date as part of this name (ex. UC141222)
  4. Select the folder where you want to save the backup
    • Please DO NOT put the file location within the .SAJ folder as this is the folder that the software backs up.
    • We suggest your Windows desktop.
    • The last-used backup file path is saved and becomes the default for the next backup.
    • Do not overwrite an existing backup unless you know for sure that is what you want to do.
  5. Click OK to start the backup.

Uploaded your Sage (Simply Accounting) backup (.cab) to our office:

  1. Click here to open our Upload section in a different web page/tab.
  2. On the Upload web page/ tab complete your:
    1. E-Mail Address
    2. Your Name
    3. Your Mobile Phone Number
    4. Answer Yes to being a client with our firm. If you are not a client with our firm, Click here to first request a client record to be setup in our office.
    5. Provide a brief description of the Sage (Simply Accounting) (.cab) backup including the year end date as well as providing the Sage (Simply Accounting) Desktop password for user: sysadmin (if applicable).
    6. Agree to the Terms of Use and Privacy Policy.
    7. Click the Attach button and Browser to the location of the Sage (Simply Accounting) (.cab) file.
    8. Once the Sage (Simply Accounting) (.cab) file is attached then continue by clicking the Send button.
  3. IMPORTANT: Once the submission is completed, please Click here to notify our office that you have submitted your Sage (Simply Accounting) Backup (.cab) file.

Please note that once you submit your Sage (Simply Accounting) backup (.cab) our firm is not able to return this file (or a new .cab backup) as we utilize the latest accountants version for Sage (Simply Accounting) and hence this will file compatible with your version of Sage (Simply Accounting).

Sage Business Cloud Accounting

As Sage Business Cloud Accounting is located within the cloud, instead of your downloading the data, you can simply add our firm as the accountant to your Sage Business Cloud Accounting as follows:

  1. In the upper right-hand corner, click your business name and then Manage Business Account.

     

  2. On the left-hand side, click the Invite Accountant tab.

  3. Enter your accountant’s Sage email address, then choose Send Invite.