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Create a QuickBooks Backup File (.QBB)

How to Create a .QBB file:

1) File: Backup Company: Create Local Backup

2) Save the QBB (remember where you save it on your computer)

3) Upload the .QBB to our portal (SecureFilePro™)


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Q: Is this retainer payment in addition to my tax preparation bill? No, we will apply this retainer payment to your final tax preparation bill. We will bill the remaining balance, if any, at the compl

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