You should ask your accountant, what specific report they need from you (e.g Balance Sheet). You can generate reports and export it to Excel or PDF and share it with your accountant later. Another option, invite your accountant to access your QBO account.
I recognize the importance of being able to send your yearly books to your accountant. Let me guide you through the process and ensure your reports contain accurate information.
There are a few ways to extract data from your account and send it to your accountant. You can generate reports, export them to Excel or PDF, and share them with your accountant later.
Go to the Gear icon at the top, then select Export data under Tools.
On the Reports tab, pick the desired date range.
Add or remove items from the Reports and Lists tabs by toggling the slider.
Hit Export to Excel.
I've added this short clip as a reference.
For the Reports:
Click Reports on the left side.
Search for and select the report you want to export.
You also have the option to invite your accountant to accessyour QuickBooks Online account. It would help if you inquired with your accountant about the specific report they require from you, such as a balance sheet.
Additionally, I've included articles about managing reports in QBO:
Please let me know if you need additional assistance with your QuickBooks Online data files. We're always available to provide guidance on the next steps or answer further questions.
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