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Procedures for Emailing a
QuickBooks File
Open your QuickBooks file and
click on FILE, then BACK UP
This will bring
up a box that says “Back Up Company File”.
-
“Back Up
Current Company” should have DISK selected,
the FILENAME should be your company name and the
LOCATION should be:
C:\Program Files\Intuit\QuickBooks
-
If the
LOCATION shows another path then you will need to
click on BROWSE
At the SAVE IN box click on the drop down menu
and click on C: drive, Double-click on PROGRAM
FILES, INTUIT, then QUICKBOOKS.
(Your company name with the .QBB should
then be in the box at the bottom of the window.) Click
SAVE.
It will then tell you that this file already exists ….
Click OK.
-
When the
FILENAME is correct, then click OK.
Your response to
this will be:
The back up file you chose already exists. Do you wish to
replace it?
Click on YES
A box will then
pop up that says: Your data has been backed up successfully
–
Click OK
At this time,
you will need to get out of QuickBooks and open up your
email and start a new message addressed TO:
michelle@jlaccounting.com
Click on
INSERT, then FILE.
Where it says
Look In: click on the drop down menu.
Then
Double-click on C: drive, PROGRAM FILES,
INTUIT, QUICKBOOKS, then
the file with your company name with the .QBB at the
end.
At this time,
you will see the attachment on your email and click the
SEND button.
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