Once you have completed your year-end tasks, you can send your accounting data to your accountant.

If your accountant requests an electronic copy of your accounting records, you can create a comma-separated text file that can be read by CaseWare, a client write-up software package that is popular among accountants.

The file that is created through the export process will contain your company information, account information, and journal entries. See ‘Exporting to and importing from AccountantLink’.