As a self-governing HOA we’re trying to get all records and files from the management company. The single issue they will not give is the QuickBooks file. First we were told it could be manipulated so we couldn’t have it. To which I reminded them they would always maintain the original file. Now their reply is “We are not required to give a flash drive with the Quick Books file. All necessary association documents were turned over to the association. As Vahalla Estates did not pay for the software, it does not belong to the association. All financial information was turned over in paper copies.”
This is not accurate-they handed some paper, some files on a USB and I continue to request more files as I audit.
Is it true they do NOT have to give us a QuickBooks file? When I create graphics for a client, I include files they don’t have the software to open it, because they paid me for graphics.