https://delaney.cpa/refund daily 0.75 2025-02-06 https://delaney.cpa/about-us daily 0.75 2025-12-01 https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1583291130841-1RHGX0F7CLAHI51F23DX/image-asset.jpeg About https://delaney.cpa/home daily 1.0 2025-01-29 https://delaney.cpa/our-services daily 0.75 2022-06-23 https://delaney.cpa/contact-us daily 0.75 2025-12-24 https://delaney.cpa/send daily 0.75 2025-01-29 https://delaney.cpa/covid-info daily 0.75 2020-11-12 https://delaney.cpa/new-paid-leave-reqs daily 0.75 2020-04-03 https://delaney.cpa/sba-emergency-loans daily 0.75 2020-11-12 https://delaney.cpa/covid-info-1 daily 0.75 2020-04-03 https://delaney.cpa/espayments daily 0.75 2022-06-23 https://delaney.cpa/remoteaccess daily 0.75 2020-11-13 https://delaney.cpa/ctpe daily 0.75 2020-11-12 https://delaney.cpa/installments daily 0.75 2020-11-12 https://delaney.cpa/ctpay daily 0.75 2020-11-12 https://delaney.cpa/seinfo daily 0.75 2022-02-14 https://delaney.cpa/setax daily 0.75 2020-08-10 https://delaney.cpa/complicated-deductions daily 0.75 2022-02-10 https://delaney.cpa/standardvsitemized daily 0.75 2020-11-12 https://delaney.cpa/extensions daily 0.75 2020-11-13 https://delaney.cpa/ct-cares-small daily 0.75 2020-11-18 https://delaney.cpa/getchanges daily 0.75 2020-12-14 https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968167711-OIW0UPCURZXEKAAV1S0G/Screenshot%2B%252816%2529.jpg Accept Accountant's Changes to QB - Step 2 Click once on “File” and hover your mouse over “Send Company File” then “Accountant’s Copy” then “Client Activities” then “Important Accounatn’s Changes from Web”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968112865-N5U0LXSRU6PFNU3M4D0Z/Screenshot%2B%252833%2529.jpg Accept Accountant's Changes to QB - Step 1 When we have finished our adjustments to your file, you’ll receive an email like the one on the right indicating our changes are ready to download. Don’t click on anything in this email, just go and open your Quickbooks Desktop File. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968474182-2QAFEDONO54FCC6EIWST/Screenshot%2B%252818%2529.jpg Accept Accountant's Changes to QB - Step 4 Quickbooks will alert you that it must close all windows to import Accountant’s Changes. Click “OK”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968246256-0L3HNM62HNG0ZV2WRAX7/Screenshot%2B%252817%2529.jpg Accept Accountant's Changes to QB - Step 3 A list of changes will be shown. You can scroll through to review all our adjustments. When you’re ready, click “Incorporate Accountant’s Changes” at the bottom of the window. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968610787-3MV88QTABU7XA5UECRC1/Screenshot%2B%252820%2529.jpg Accept Accountant's Changes to QB - Step 6 The “Create Backup” window will open. Select “Local backup” if it is not already selected and then click “Next”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968545986-V2AGOW0D2441FEH8KTFT/Screenshot%2B%252819%2529.jpg Accept Accountant's Changes to QB - Step 5 Quickbooks will require you to back up your company prior to importing changes. Click “OK”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968704850-BY8XGKJHXX62YKIHBX87/Screenshot%2B%252821%2529.jpg Accept Accountant's Changes to QB - Step 7 Quickbooks will ask you where to put the backup file. Click “Browse”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607968775609-4A0A8TQEXO8F0VDAFSWJ/Screenshot%2B%252822%2529.jpg Accept Accountant's Changes to QB - Step 8 The “Browse for Folder” window opens, this shows all the folders in Windows. You can put the file anywhere you like, but for now we’ll assume you use “Documents”. Double click “Documents”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607969952346-G9F92K9SJTP78EGLUGSJ/Screenshot%2B%252825%2529.jpg Accept Accountant's Changes to QB - Step 11 Quickbooks may warn you again that you are saving your Backup file to the same hard drive as your Quickbooks file. Click “Use this Location”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607970337923-R2LJFGK6B7ABM0BV9MEI/Screenshot%2B%252828%2529.jpg Accept Accountant's Changes to QB - Step 13 You can now close the Incorporate Accountant’s Changes window by clicking “Close” in the lower right corner of the window. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607970408680-NTS0MZ3KCKQU1V5PT11P/Screenshot%2B%252829%2529.jpg Accept Accountant's Changes to QB - Step 14 Quickbooks will ask if you’d like to set a Closing Date Password. Click “Yes”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607970464438-RLS76XHWHTPW05HLNJRO/Screenshot+%2830%29.png Accept Accountant's Changes to QB - Step 15 The Accounting Preferences/Company Preferences window opens. At the bottom of this window click “Set Date/Password”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607970578148-H5TMM96K07SJK3L4UNSA/Screenshot%2B%252831%2529.jpg Accept Accountant's Changes to QB - Step 16 The Set Closing Date and Password window opens. Change the closing date to the last day of the accounting period that just closed. If you’re working with our office, this should be set to the last day of the period covered by the most recent Tax Return. So, if you file on a calendar year and we just completed your 2020 Tax Return, set this to 12/31/2020. If you file on a fiscal year, set this to the last day of the most recent fiscal year. Add an easy to remember password. This password is not used for security. Instead, anytime you try to post a transaction in a prior year (most often done in error) Quickbooks will warn you, and ask you to input this password in order to post the transaction. Don’t worry about forgetting this password, it can be changed at any time by coming back to this window via Edit/Preferences/Accounting/Company Preferences. Click “OK” then click “OK” in the Preferences window. You’re done! https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607969658606-AJQR3NZ4G2HVIF8LRNV7/Screenshot+%2823%29.png Accept Accountant's Changes to QB - Step 9 Quickbooks will warn you that you are saving your Backup file to the same hard drive as your Quickbooks file. Click “Use this Location”. Note: Quickbooks issues this warning because if your computer dies, your Quickbooks File and Quickbooks Backup File will both die with it. For a better backup solution, move the Quickbooks Backup you are creating to an external hard drive, a thumb drive, or any form of online storage (Dropbox, Google Drive, ect.) https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607969828283-HHC28NIGZHFG4BOSYA6S/Screenshot%2B%252824%2529.jpg Accept Accountant's Changes to QB - Step 10 The Save Backup Copy window opens, confirm the location of the backup by looking at the top of the window next to “Save in” then click “Save” in the lower right corner of the window. https://delaney.cpa/sendqb daily 0.75 2025-02-06 https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607965324491-IK66KPE7GZNY2ZTO0EUH/Screenshot%2B%25288%2529.jpg Sending us your Quickbooks File - Step 1 Click once on the file menu, then hover your mouse over “Send Company File” then “Accountant’s Copy” then “Client Activities” then click “Send to Accountant”. If you would prefer to send us the file manually, select “Save file” and follow the prompts. Then, send us the resulting file via www.PeterDelaney.com/Send https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607963151101-JUSZX98D1MFEYTTVE9HE/Screenshot%2B%25289%2529.jpg Sending us your Quickbooks File - Step 2 The Send Accountant’s Copy window will open. Click “Next”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607963723886-UZLSJG4GIYEVCY49HZDN/Screenshot%2B%252811%2529.jpg Sending us your Quickbooks File - Step 4 Input your accountant’s email address, and then reenter for confirmation. Below, enter your name and your email address. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607963344553-EHVX9ZEQ6QDMTM6M0ONR/Screenshot%2B%252810%2529.jpg Sending us your Quickbooks File - Step 3 Set the Dividing Date. After creating this file you will not be able to make changes before the Dividing Date, and your accountants will not be able to make changes after the Dividing Date, it splits your company in half so your accountant’s can work on the past, while you keep posting the future. These restrictions are lifted once we send changes back to you. Choose “Custom” and set the Dividing Date to the date your accountant requested, if they specified. If they did not, these are the best dates for certain common tasks: For a tax return, put the date 1 day after the close of the tax year. So for the tax year ending Dec 31st, 2020 you would select January 1st 2021. If your accountant is looking at your books during the year, select the day after the end of the last month. So if it is currently December, you would select December 1st, so your accountant had access to all dates up to the end of last month, plus the first day of the current month. When the date is selected, click “Next”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607963952226-O9CCFJ221DQWL27AJGD3/Screenshot%2B%252813%2529.jpg Sending us your Quickbooks File - Step 6 Quickbooks will warn you that it must close all windows to create an Accountant’s Copy. Click “OK”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607965643363-F57L304XW6V4UY1N12AM/Screenshot%2B%252812%2529.jpg Sending us your Quickbooks File - Step 5 Create a password for the transfer file. Currently Intuit requires a password with a capital letter, a number, and a special character (like ! or @). If possible, use the same password that you use to access your Quickbooks file normally, because we may already have that password in our records. Important: you must communicate this password to our office either by calling or emailing or we will be unable to access the file. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607964127415-B6EV37VVWH4LUOH389SG/Screenshot%2B%252814%2529.jpg Sending us your Quickbooks File - Step 7 Quickbooks will ask you to wait a moment while it creates and sends the file. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607964262216-HUUXIJM24MRYEM7DOJQ3/Screenshot%2B%252815%2529.jpg Sending us your Quickbooks File - Step 8 Quickbooks will let you know that everything went through successfully and remind you to provide your accountants with the transfer password you created in step 5. We will receive an email at the address you put in for us in step 4, with a link to download the file, and you will receive an email at the email you put in for yourself in step 4 that your file successfully sent. Note, at the top of your Quickbooks file it will now read “(Your Quickbooks Company Name) (Accountant’s Changes Pending.) Next, we work on the file you sent us, and then send you back our changes. For instructions on receiving/accepting those changes please click the link below: Receiving/Incorporating Accountant’s Changes https://delaney.cpa/sendqb-2 daily 0.75 2021-04-30 https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1619755378226-2T1L5H1LHBUC77J63Z4J/Old+version+2.PNG Sending us your Quickbooks File (older versions) - Step 2 Quickbooks will ask if you’d like to make an Accountant’s Copy or a Portable or Backup file. Choose Accountant’s Copy, and click “Next”. https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607965324491-IK66KPE7GZNY2ZTO0EUH/Screenshot%2B%25288%2529.jpg Sending us your Quickbooks File (older versions) - Step 1 Click once on the file menu, then hover your mouse over “Send Company File” then “Accountant’s Copy” then “Client Activities” then click “Save File.” https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1619755475104-B69TJLE55A7ER959L6XQ/old+version+3.PNG Sending us your Quickbooks File (older versions) - Step 4 After you select the dividing date, it will ask you where to save the file. Save it someplace you can find it, like your Desktop. Next you’ll see the loading screen show to the right. When it’s completed, you an go find the file on your desktop and send it to us via the instructions at www.PeterDelaney.com/Send https://images.squarespace-cdn.com/content/v1/5e35ee5fea2c3654ecabfd43/1607963344553-EHVX9ZEQ6QDMTM6M0ONR/Screenshot%2B%252810%2529.jpg Sending us your Quickbooks File (older versions) - Step 3 Set the Dividing Date. After creating this file you will not be able to make changes before the Dividing Date, and your accountants will not be able to make changes after the Dividing Date, it splits your company in half so your accountant’s can work on the past, while you keep posting the future. These restrictions are lifted once we send changes back to you. Choose “Custom” and set the Dividing Date to the date your accountant requested, if they specified. If they did not, these are the best dates for certain common tasks: For a tax return, put the date 1 day after the close of the tax year. So for the tax year ending Dec 31st, 2020 you would select January 1st 2021. If your accountant is looking at your books during the year, select the day after the end of the last month. So if it is currently December, you would select December 1st, so your accountant had access to all dates up to the end of last month, plus the first day of the current month. When the date is selected, click “Next”. https://delaney.cpa/estate-exemption-and-gift-taxes daily 0.75 2021-12-09 https://delaney.cpa/se-filings daily 0.75 2022-02-14 https://delaney.cpa/commonbusinessdeductionerrors daily 0.75 2024-06-17