Question: Your client, Georges Graphic Design, insists on doing all the QuickBooks Online entries himself, but with some guidance from you. In fact, he has not

Your client, George’s Graphic Design, insists on doing all the QuickBooks Online entries himself, but with some guidance from you. In fact, he has not even given you access to his QuickBooks Online company. You have persuaded him to send you a spreadsheet version of the report Ask My Accountant, which is a listing of all the transactions posted to his Ask My Accountant suspense account for the week. Then, you add your comments and instructions for corrections into the last column and send it back to him.

What is George’s best option for sending you the Ask My Accountant Excel report out of QuickBooks Online?

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