FAQ: How do I provide accounting data to my accountant?

This article applies to the following scenario:

• Your accountant requires a copy of the accounting data stored in the system.
• You are looking for a way to give them access to the data.

Explanation

The system does not generate a single file that can be sent to the accountant. Unlike MYOB and other accounting software, this system operates on a high-performance database within Microsoft SQL Server.

Although backups can be made, providing your accountant with a backup file would require them to have:

• A running installation of the system with a valid license.
• IT support to install and link the database to the system.

Procedure

There are two options available:

1. Give them remote login capability to access the system

   • Contact your IT support team to set up remote access.
   • Create an additional user account for your accountant.

2. Generate reports for your accountant

   • Speak with your accountant to determine which data they need.
   • Use the system’s reporting features to generate and share the required information.