Thursday 5 December 2019

How to Create and Restore an Accountant's Copy in QuickBooks?

Creating an accountant’s copy assists the user in making changes without interrupting the work. Once the account is done with the work, the changes can be simply imported and updated in the book. In this blog, we will be talking about the ways to create a QuickBooks accountant copy. However, for more details you can get in touch with our QuickBooks support team via our toll-free number .i.e. +1(800)969-7370.
Our team of QuickBooks experts and certified professionals are always ready to help the QuickBooks users in dealing with all kinds of QuickBooks related issues.

Source: https://quickbooksservicehelpdesk.wordpress.com/2019/12/05/create-an-accountants-copy-of-the-quickbooks/

Procedure to create QuickBooks accountant copy

  1. Set-up QuickBooks
Turn off any advanced inventory features in QuickBooks desktop enterprise. After sending the Accountant’s copy, one can turn on the advanced inventory feature again. Skip this step, if you are not a QuickBooks enterprise user.
2 Make an accountant’s copy
Either the user can make a file to put on a USB, or the other option to make an accountant’s copy is to make it in online hosting service.
Create a file to put on a USB
  • The very first step is to visit the file menu and then send company file.
  • After that, visit the accountant’s copy and then to client activities.
  • Once done with that, the user is required to select save file and then click on the next button.
  • Moving ahead, select the accountant’s copy and then hit next.
  • The last step is to enter the dividing date, followed by selecting the next option.
           Send a file through the Accountant’s copy file service
  • First of all, visit the file menu, followed by clicking on the Send company file option.
  • Once done with that, the user is required to visit the accountant’s copy and then to the client activities.
  • The next step is to select the Send to accountant option and then hit next.
  • Now, the user is required to enter the dividing date and hit next once again.
  • The next step is to enter your along with your accountant’s email addresses.
  • After which, the user is required to create a file password for the file, as the accountant might require to open it.
  • The last step is to select send.
After this, the QuickBooks accounting software will close all the open windows and then send the file. It should be noted that the accountant will have only two weeks to download the Accountant’s copy.
  • Importing the accountant changes
After sending the accountant’s copy, QuickBooks will add an accountant changes pending reminder to the company file name.
Read Also: How to Resolve QuickBooks Error H303?
With this we come to the end of this blog post, and we hope that the information provided via this post might be helpful for the user in creating an accountant’s copy in QuickBooks with much ease. However, if by any chance the user is unable to create the copy or encountered any issue, then he/she can feel free to speak to our QuickBooks enterprise tech support team via our toll-free number .i.e. +1(800)969-7370. Our team will be there to assist you in a single call.

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