Accounting File Back Up - Where Do I Find This?

T4HT4H Member Posts: 1

I have completed all the necessary accounting activities and reconciled all transactions, balances, and ledger accounts for 2018.
I need to "close the year" and provide my accountant the "year end back up file".

So, ummmm, how does one generate a year Accounting Year end back up file?

Here's what I'm being asked for:

  • A backup of your accounting file (since I'm using Wave, I would expect there's a way to generate an export of everything)
  • Print out of trial balance, balance sheet and income statement (these all appear clearly in the "Reports" section and I am ok here)
  • General ledger (again - appears onthe Reports section and I am ok here).

So, where do I go to generate the back up?

Comments

  • Katie_SilkinaKatie_Silkina Guest, Unconfirmed, Applicant, Member, Administrator, Moderator, Employers Posts: 60 admin

    hey @T4H here's a guide on exporting your business files. The file will include all of your business information and has a detailed spreadsheet of your accounting information.

    Some of our customers also invite their bookkeeper/accountant to Wave as a collaborator/admin for more direct access to reports and transactions. Here's how to do that.

    edited February 12, 2019
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