How to Convert QuickBooks Accountant to QuickBooks Pro?

by James Antonio

QuickBooks Accountant Desktop and QuickBooks Pro versions are both backward compatible with each other. QuickBooks also helps you to convert QuickBooks Accountant to QuickBooks to Pro. To convert into QuickBooks Pro, you have two options.

● First either you can get an Accountant Copy or Backup File.
● Second, you can Import the Data into QuickBooks Pro.

Both the solutions work differently because of the type of files being imported. But you don’t need to worry at all. Today, in this article, we will provide you with a complete guide on how to convert QuickBooks accountant to pro.

What is the Difference Between Accountant Copy and Backup File in QuickBooks?

The major difference between an accountant’s copy and a backup file is:

Copy of an Accountant

An accountant copy is a document that allows an accountant and his or her customer to communicate important accounting information. Because most redundant material, such as lists, chart of accounts, personnel information, and so on, isn’t included in the accountant copy.

Backup Copy

A backup file is a compressed file that contains all of the data from the corporate file. Use the backup file to import all of the data from the accountant version to the pro version.

How to Create a QuickBooks Pro Company File from a QB Accountant Copy File?

To create a QuickBooks Pro Company File from a QB Accountant Copy File, follow the procedures below to convert the accountant’s copy into a QuickBooks Pro-business file:

  • First, open the .QBA file you want to export and double-click it.
  • Then navigate to the File option.
  • Select Send Company File from the drop-down menu.
  • Now select Accountant’s Copy from the drop-down menu.
  • Once done select Convert Accountant’s Copy to Company File/QBW from the drop-down menu.
  • Then click the OK button.
  • Select the place in which you want to save the company file produced from the accountant’s copy by clicking Browse.
  • Now, save the file option.
  • Finally, all of the necessary accounting information will be imported into a new QBW business file. This file may be opened with QuickBooks Pro.

Note: When importing accounting data, however, you almost never want to utilize the accountant’s copy. The accountant’s copy is missing a lot of information, such as lists and balance sheets. As a result, you’ll need to make a backup of the company file before importing it into QuickBooks Pro.

How to Import QuickBooks Accountant Copy?

You must make an accountant copy of the company file in QuickBooks Accountant. Follow the steps outlined below to do so:

  • Select Send Company File from the File menu.
  • Select Accountant’s Copy from the drop-down menu.
  • Select Save File from the Client Activities menu.
  • Next should be selected.
  • Accountant’s Copy is the option to select. Next should be selected.
  • Enter the date range for which you’d like the data to be sent.
  • Next should be selected.

Note: QuickBooks will produce a new Accountant’s copy of the data. You have the option of sending the data through USB or email. Because only important data is exported, the accountant’s copy is frequently significantly smaller than the corporate file.

Using QuickBooks Backup to Import Data

To import a backup to import data, follow the steps below to build a backup of your QuickBooks Accountant business file:

  • First, navigate to the File.
  • Then select the backup Data option.
  • Now either pick the default location or a specific directory where the backup file will be saved.
  • Once done go to Backup and when you are done click on choose.
  • Now, you’ll receive a confirmation message once the procedure is finished.
  • Finally, press the Finish button.

Note: You now have a backup copy of the company file that you can import into the pro version with ease. Since both the Pro and Premier use the same database structure, the data may be imported into QB Premier as well.

QB Pro may be Restored From a QB Backup File

Follow the procedures below to restore the backup file in QuickBooks Pro:

  • First, from the main menu, select File.
  • Then select Company Operations from the drop-down menu.
  • Now, select Restore from Backup from the Start Company Window.
  • Once at the start company window, select the next option.
  • Once done, find a different backup file, click Browse.
  • Then select the backup file that you made in the previous stages.
  • Now select the Next option.
  • You’ll get a confirmation notice after all of the data has been imported into a new business file.
  • Finally, close the window.

Note: All of the information from the accountant version will now be transferred to the pro version. This is the technique that is suggested since it allows you to convert all of your accounting data, as well as lists and preferences. Use the first technique if you simply want the most basic accounting information.

We hope now you have enough information How to convert QuickBooks Accountant to QuickBooks Pro and hopefully, the above-mentioned steps could provide you with a guide you well to convert QuickBooks Accountant to QuickBooks Pro.


How You Can Change your Accountant’s Copy to a Regular Company File?

Change your accountant’s copy to a standard corporate file by following these steps:

First, create a backup of your accountant’s copy (QBX or. QBA).
Then select File from the File menu.
Now select Accountant’s Copy, then Send Company File.
Choose Convert Accountant’s Copy to Company File/QBW from the drop-down menu.
Once done to confirm that you wish to convert the file, choose OK.
Then rename the .QBW file in the place where you want it to be saved. Select the Save option.
Finally, select OK after you’re finished converting.

How to use the Accountant’s Copy File Service to Send a File while Converting QuickBooks Accountant to QuickBooks Pro?

Follow the steps below to know how to use the accountant’s copy file:

First, send Company Files on the File menu.
Then go to Accountant’s Copy and Client Activities.
Select Next, send to the accountant.
Then choose Accountant’s Copy and Next.
Now enter the date on which you’ll be splitting.
Then choose Next.
Once done fill in your email addresses and those of your accountant.
Make the file password-protected. This is required by your accountant in order to open it.
Finally, select Send when you’re done.

How to Make an Accountant’s Copy While Converting QuickBooks Accountant to QuickBooks Pro?

To make modifications, accountants should download the accountant’s copy:

Intuit will send you an email with a link to download your client’s company file.
When you click on the download link, you’ll get an email with the one-time password your customer gave you during the upload.
Now to get the accountant’s copy, enter this password.
Finally, to make the necessary modifications, open the file in QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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