What is a QBX File How to Open QBX File?

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.

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 a QBX File?

A QBX file is a backup file created in QuickBooks Accountant or Enterprise Accountant editions. It is a portable company file that allows an accountant or another user to review financial data without accessing the main company file. QBX files help business owners and accountants securely share financial information for collaboration.

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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