Please follow instructions below to download your QuickBooks file:
1. - Open your QuickBooks file.
2. - Click on "File" on the top menu of QuickBooks.
3. - Scroll down towards Open or "Open previous file" (depending on your version of QuickBooks). QuickBooks will list several files. The top file will be the one that you need to download. Write down the exact file name including complete directory name. For example: C:\Documents and settings\Quickbooks\filename.qbw.
4. - Close QuickBooks (not just minimize. You need to completely close the program and exit from QuickBooks).
5. - Open your Internet Browser and go to http://www.dkllpcpa.com/ .
6. - Click on Client Accounts Tab, then select the Green button "Login to Upload/Download New Files".
7. - Enter your Login Name and Password (this needs to be pre-setup with our IT department).
8. - Click on your company name link.
9. - Click on File and then Add Files underneath Document Depot heading.
10. - Click on Browse and go to a directory identified in step 3. When you are done attaching the file then click on Add at the bottom of the screen. This will initiate the transfer. The transfer time will depend on file size and internet connection speed.
11. - You will see a message on the screen that the files were successfully uploaded when the download is completed. Click on OK.
12. - You can now close the browser window.
13. - Let us know by sending us an e-mail if your files are password protected and provide us with the password if it's different from last year.
14. - Let us know what version of QuickBooks you are using, i.e. QuickBooks Premier 2010, QuickBooks Professional 2011, etc.
15. - Send us a follow up e-mail to let us know that you have finished transferring your QuickBooks file.