General Questions
Q. Are there any limitations for using the
Accountant data transfer feature?
The following user limitations apply while your accountant has your data:
- No transactions that affect
accounting records can be posted or edited on or before the cutoff date. This includes
invoices, purchase invoices, goods received notes or journal entries.
- No records related to taxes
can be added or edited on or before the cutoff date. This includes VAT codes and rates.
- No changes can be made to
company preferences.
- No financial year changes can
be made.
- No changes to memorised documents
that were created on or before the cutoff date.
- No reconciliations of bank
transactions created on or before the cutoff date.
- No printing of cheques dated
on or before cutoff date.
Q.How does this service work?
When running the wizard, you will choose a cutoff date for your data. While your
accountant is reviewing your file, you will not be able to create or edit transactions
before this date. For example, if you set the cutoff date as August 31, you will
only be able to edit and create transactions dated September 1 or later.
Q.Is there a limit on the file size that can be transferred?
There is a maximum file size of 10MB for the data transfer, which should be more
than enough to cover the vast majority of file transfers.
Small Businesses
Q. How much does the service cost?
The service is offered as a subscription to accountants who want to use it to transfer
client data. The service is free to small businesses whose accountants are subscribers
to small businesses.
Q. How secure is the file?
The files are encrypted before transfer and are password protected to ensure no
unauthorised access occurs.
Accounting Professionals
Q. How can I set the service up?
To use the file transfer service, you'll need to sign up for the Microsoft Office
Live Premium service. Once you sign up, follow the simple steps to enable secure
accountant file transfer.
Q. How much does the service cost?
Please click here to learn about latest pricing.
Q.Why are my clients' files not visible under shared document
areas of the site?
For security reasons, the files can only be accessed from within Office Accounting.