NZ's Most Popular Keep-It-Simple Accounting Software

Can I send my data to my accountant?

Yes, there are a number of ways you can provide your accountant with your Cashbook data. You can either:-

  1. Email your data file to your accountant *
  2. Give your accountant a physical backup of your data file on a USB drive *
  3. Share your file with your accountant using a service like Dropbox, Google Drive, or OneDrive, etc. *
  4. Email or print PDF reports for your accountant
  5. Supply your accountant with spreadsheet data

* For the first three methods (above), your accountant needs to have Cashbook Complete installed in order to view/open your data file.

It’s free for accountants to use Cashbook to work on clients’ data.  We recommend sharing this link with your accountant so they can learn more.

Important Info for Gmail Users

If you use a Gmail address with Cashbook, please click here and follow the steps under the “Gmail” heading to continue sending emails from Cashbook using a Gmail address.