QuickBooks Desktop

Open your company file in QuickBooks. Click on File, Create Copy, on the pop up screen select Portable company file (not the accountant’s backup) and click Next. The next screen will ask you where to save the file, select Desktop and click Save. A pop up screen will inform you that QuickBooks must close and reopen before creating a portable file, click OK.

Please be sure to provide us with the login and password information for your QuickBooks file.

QuickBooks Online

Sign in to QuickBooks Online. Click on the Gear Icon and select Manage Users. Go to the Accountants section and click Invite accountant. Enter Kathy Blanchard and and click Save. Kathy’s name will appear on the Manage Users screen with the status Invited. Once she has accepted the status will change to Active.


Open your company file in Sage and click on File, Backup. In the ‘Sage 50 Accounting – Accounting’ window, enter the file name. Select the folder where you want to save the backup. Do not put the file within the .SAJ folder. Click OK to start the backup.

Other Software

Please contact Kathy Blanchard at if you would prefer to speak with Kathy directly please call 252-632-0196.