How to Open a QBX File in QuickBooks?

by James Antonio

QBX file can be understood as an accountant’s transfer copy that is generated from a QuickBooks Company file. A company file that is to be found in a QBX format cannot be modified apart from the addition of journal notes.

Open a QBX File in QuickBooks

When you discover that your client has sent you a file that is in QBX format, you won’t be able to make use of it unless you are converting it into a regular accountant’s copy file. Apart from a regular accountant’s copy file, you can also view a QBX file when converted into a company file (QBW).

This article will therefore further help you to understand how to open a QBX File in QuickBooks.

What is the Opening of a QBX File in QuickBooks?

When you receive QBX files, you would discover that you aren’t able to open that and that’s where it intrigues you to think about what are those types of files and how to do view or convert it.

Well at the basic level, QBX files are defined to be a type of binary file that is commanded by specific software and acts like any other file carrying its software format extension.

To view or convert these files, you need to work it out as a QuickBooks Accountant Transfer File. The following section would help you to understand furthermore in detail how to open a QBX File in QuickBooks.

Why do You Need to Open a QBX File in QuickBooks?

In simple words, a QBX file is nothing but an accountant’s transfer copy of a particular QuickBooks file. But the problem is that a company file in this particular format cannot be adjusted, apart from adding notes. If any customer has sent you a QBX file, it is not possible to use it unless you convert it into a normal accountant’s copy file or a QuickBooks company file.

Hence, if you want to go through a QBX file, you need to convert it in QuickBooks.

How to Open a QBX File in QuickBooks?

Opening a QBX File in QuickBooks involves two crucial steps:

Step 1: Conversion of QBX file in QBA format

Step 2: Conversion of QBA file in QBW working file

Thus, for both steps, you need to know the steps involved for each of the conversion methods. The next section helps to furnish the steps involved for the Conversion of the QBX file in QBA format and Conversion of the QBA file in the QBW working file.

Conversion of QBX File in QBA Format

Step 1: Tap on File and followed by Accountant’s Copy. After this, press Open & Convert Transfer File

Step 2: Go through the Accountant’s Copy overview and tap on Next

Step 3: Read the information which is provided and select Next

Step 4: Find the network location or browse to the computer on which the QBX file was saved. Choose the respective QBX file and press Open

Step 5: Input the password (if it is applicable) and tap OK

Step 6: Breeze through the information provided about the file and select OK

Step 7: Find a location where you would be saving the QBA file. If you wish to change or rename the file, you can also do that, followed by clicking Save

Step 8: Insert the password which is required for the file and it must be the same as the one which is associated with the company file’s administrator password

Step 9: Tap OK if you wish to upgrade the file to that of the current QuickBooks version you are using

Step 10: Read the information and choose OK.

Conversion of QBA File in QBW Working File

Step 1: Tap on File and followed by Accountant’s Copy. After this, press Convert Accountant’s Copy to Company File/QBW.

Step 2: Choose the respective QBX file and insert a file name along with a specific location for saving the company file. When you are inserting the file name, make sure that you are including ‘QBW’ to specify the file extension.

Step 3: Confirm Save for finishing it.

Step 4: The company file from where the QBX file was initially being generated, remove the Accountant’s Copy restrictions from the same.

To open a QBX file in QuickBooks is a mandate. You have no other option other than opening it in QuickBooks.

Now that you know how to open a QBX File in QuickBooks, this should have been helpful for you. If you still encounter problems or see some glitch is happening while opening a QBX File in QuickBooks, get on a quick call with the experts who knows how to assist you effectively.


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I Want to Remove the Accountant’s Copy Restrictions from the Company File. How can I do it?

For removing the Accountant’s Copy restrictions from the company file, the following steps are what you need to be executing. Make sure to follow the respective method that is compatible with your current QuickBooks edition.

METHOD 1:

Tap on File, followed by Accountant’s Copy
Hit on Remove Restrictions
Make a tick on the checkbox that says, ‘Yes, I want to remove the Accountant’s Copy restrictions’
Click OK

METHOD 2:

Tap on File, followed by Accountant’s Copy
Choose Client Activities
Select Remove Restrictions
Make a tick on the checkbox that says, ‘Yes, I want to remove the Accountant’s Copy restrictions’
Click OK

I have purchased QB Desktop Pro 2020. Does the procedure for opening the QBX file remain to be the same?

Yes. If you have purchased QB Desktop Pro 2020, the steps involved for opening the QBX file remain to be the same.

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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.

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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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