Frequently Asked Questions

Q. Are there any limitations for using the Accountant data transfer feature?

The following user limitations apply while your accountant has your data:

• No transactions that affect accounting records can be posted or edited on or before the cutoff date. This includes invoices, vendor bills, item receipts, journal entries, or payroll downloads.
• No records related to taxes can be added or edited on or before the cutoff date. This includes tax vendors, tax groups, tax codes, tax code rates, and tax payment terms.
• No changes can be made to company preferences.
• No fiscal year changes can be made.
• No changes to memorized documents that were created on or before the cutoff date.
• No reconciliations of bank transactions created on or before the cutoff date.
• No printing of checks dated on or before cutoff date.
• No setup of online banking.

Q. How does this service work?

When running the wizard, you will choose a cutoff date for your data. While your accountant is reviewing your file, you will not be able to create or edit transactions before this date. For example, if you set the cutoff date as August 31, you will only be able to edit and create transactions dated September 1 or later.

Q. Is there a limit on the file size that can be transferred?

There is a maximum file size of 10MB for the data transfer, which should be more than enough to cover the vast majority of file transfers.

Q. How much does the service cost?

The service is offered as a subscription to accountants who want to use it to transfer client data. The service is free to small businesses whose accountants are subscribers. to small businesses.

Q. How secure are the file?

The files are encrypted before transfer and are password protected to ensure no unauthorized access occurs.

Q. How can I set the service up?

To use the file transfer service, you'll need to sign up for the Microsoft Office Live Collaboration service. Once you sign up, follow the simple steps to enable secure accountant file transfer.

Q. How much does the service cost?

The service is free through November 15^th, 2007 and costs $29.95 per month thereafter.

Q. Why are my clients' files not visible under shared document areas of the site?

For security reasons, the files can only be accessed from within Office Accounting.