Answered

Please add QuickBooks file types as supported files for SafeSend Returns Attachments

We often send QB change files back to clients so that they can import the files to make their AJEs instead of manually entering them. We attach the PDF of the AJEs in the attachment section, but then have to separately send the QB file (.qby). It would be faster and easier for our firm to be able to send them all back to the client at once and less confusing for the client to have the files grouped.

It would make it easier for all of us to see what was sent in one location instead of looking through SafeSend Returns and Exchange. 

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Comments

2 comments
  • Official comment

    Hi Kelsay, 

    This is valuable feedback! I can certainly see how allowing these file types could be beneficial for you and other firms. I have added this enhancement for future consideration. 

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  • Agreed, we would love to be able to send QB files as an attachment within SS Returns!

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