Sharing Your Accounting File with Enkel

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Sharing Your Accounting File with Enkel

You can easily share your accounting file with the Enkel team with a simple few clicks of a button. To make the process as easy as possible, we have put together a “Getting Started” guide to ensure your Enkel bookkeeper has the proper access required to view and manage your accounting file. See below for instructions on how to share your Xero, QuickBooks Online, QuickBooks Desktop, or Sage 50 (Simply Accounting) file.

Xero

Step 1: Click your organization's name in the top-left corner
Step 2: Click Settings
Step 3: Click Users
Step 4: Click Invite a User
Step 5: Enter the new user's first name, last name and email address as follows:

First name: Enkel
Last name: Bookkeeping
Email Address: technology [@] enkel.ca

Step 5: Please provide access to the following:

Projects [Admin]
Payroll admin
Business and accounting [Adviser]
- Bank account admin
- Manage users

Step 6: Click Send Invite.

QuickBooks Online

Step 1: Click on the gear icon on the top right corner and select Manage Users.
Step 2: On the Manage Users page, click Accountants
Step 3: Click Invite Accountant
Step 4: Enter the new user's first name, last name and email address as follows:

First name: Enkel
Last name: Bookkeeping
Email Address: technology [@] enkel.ca

Step 5: Click Finish. Your Enkel team member will receive an email notifying them of the recent invite.

QuickBooks Desktop

Step 1: Switch to single user mode. (File > Switch to Single-user Mode).
Step 2: From the QuickBooks File menu, select Backup Company, then Create Local Backup.
Step 3: On the Create Backup window, select Local Backup then click the Options button.
Step 4: On the Backup Options window that appears, click Browse and select the location for the backup copy.
Step 5: When you have chosen, click OK.
Step 6: In the Create Backup window, click Next.
Step 7: Choose 'Save your backup now'
Step 8: Upload the backup file (See "Uploading the backup file" below)

Sage 50

Step 1: Switch to single user mode (File > Switch to Single-user Mode).
Step 2: Click on File, Backup.
Step 3: In the 'Sage 50 Accounting - Backup' window, enter the file name.
Step 4: Select the folder where you want to save the backup
Step 5: Important notes to consider:

- Please DO NOT put the file location within the .SAJ folder as this is the folder that the software backs up.
- The last-used backup file path is saved and becomes the default for the next backup.
- Do not overwrite an existing backup unless you know for sure that is what you want to do.

Step 6: Click OK to start the backup.
Step 7: Upload the backup file (See "Uploading the backup file" below)

Uploading the backup file:

Step 1: You should receive an email invite shortly, to a shared Google Drive folder called Enkel BackOffice Solutions <> Your Company Name.
Step 2: Click the link in the email to be taken to the main folder interface.
Step 3: Once there, click the blue 'New' button on the top left corner and choose 'File Upload'
Step 4: Choose the recently created backup file and click 'Open'
Step 5: Notify the Enkel team that you have successfully uploaded the backup accounting file.

 

Work with Enkel!

Specializing in bookkeeping services for small and medium-sized businesses, Enkel streamlines the bookkeeping process through the use of cloud-based technology and a dedicated team of finance professionals. Whether your organization is located in Vancouver, Edmonton, Calgary, or Toronto, we’ve got your bookkeeping needs covered! Contact us today to learn more.

Gracia Chua
About Gracia Chua
Gracia Chua is the Marketing Specialist at Enkel Backoffice Solutions, a Vancouver based accounting firm that provides day-to-day bookkeeping services for small to medium-sized businesses and non-profit organizations.