Import Your Accountant’s Changes into your Company File in QuickBooks Desktop

You must have been sending an Accountant’s Copy to your account as a ritual of your maintenance of the accounting data. But there must have been a time where all of this process had become way more difficult for you!

To help you have a streamlined process with clinical precision, QuickBooks accommodates the feature of being able to import an accountant’s copy and act on the changes automatically on your company file.

This article will help you to guide on how to import your accountant’s changes into your company file in QuickBooks Desktop.

What is Importing Accountant’s Changes in the Company file on QuickBooks Desktop?

When you send an accountant’s copy that includes all critical accounting data, quite naturally, you would be getting back certain changes.

Having the changes done every time is a time taking and cumbersome process. On QuickBooks Desktop, you can now easily import all the changes directly on the company file.

To do this, you would be having two specific options.

The first one of these two specific options is that the accountant can directly send you the file containing Accounting Changes that you can save to your respective hard drive.

The second choice would let you send the changes via the internet using the feature of Accountant’s Copy File Transfer service.

Learn how to execute the above-stated options to import your accountant’s changes into your company file in QuickBooks Desktop.

How to Import Accountant Changes in QuickBooks?

You may receive some adjustments back whenever you deliver an accounting copy that includes all of the accountant’s data. However, making all the adjustments at once takes a lot of effort and time. However, you may quickly import all accounting changes into your file immediately in QuickBooks.

Customers can examine and easily integrate the accountant’s changes into their company file by importing accountant changes into QuickBooks. This guarantees that the financial data accurately represents the required changes. This expedited procedure guarantees that the client’s books comply with accounting standards and improves the correctness of the financial records.

Clients can work with their accountants more effectively and keep track of their financial situation by making and emailing an accountant’s copy in QuickBooks. With these adjustments, the organization’s financial status will be presented more accurately and fairly, which is helpful for meeting reporting requirements and making wise business decisions.

You can import modifications using your file or the web. These are your two options for importation.

Now learn about the actions required to import any modifications made by an accountant using these two methods:

Import Accountant Changes via the Web

1. Open QuickBooks and select the option, File. Now choose the option, Open or Restore Company, and then press on the Open a company file option and choose Next.
2. Now click the Browse option and select the file you require to open. Press on the option Open and provide your login details.
3. Select the File menu navigate to the Accountant copy and choose Import Accountant Changes from the Web. If you are accessing the Premier Accountant edition or Enterprise solutions, then press the File option in the menu and then navigate to the Client Activities option and select the option, Import Accountant changes from the web.
4. Now download the accountant copy.

Import Accountant Changes via the File

1. Open QuickBooks and select the option, File from the available menu.
2. Now press the option, Open or Restore company. Press the option, Open a Company File, and then press Next. Now choose Browse and select the file you require to open.
3. Choose Open and enter the login credentials needed.
4. Now select the File menu navigate to the Accountant copy and choose the Import Accountant changes option in the file. If you are using an enterprise solution, press on the File menu navigate to the Client Activities option, and select Import Accountant changes from the particular file.
5. Locate the changed accountant copy with the .qby file extension. Select the file and then press on the option, Open. Navigate the account and implement all the changes. You also press the + option beside every change to witness all details and recommendations for fixing such issues.
6. Choose Save as PDF or Print to create a copy of the changed copy of the accountant which you can hold.
7. Select the option, Incorporate Accountant changes to restore the copy of the accountant to your company file.
8. Now select the OK option to close QuickBooks and then press OK to take a backup of your company file. Select the location where you want to save the backup and press OK when the backup is complete.
9. Navigate via all the changes you included in the Incorporate Accountant Changes screen and implement the guidelines to fix the issues or errors.
10. Now press on Close after it is done.

Import your Accountant’s Changes into your Company File in QuickBooks Desktop

Before starting with the importing your accountant’s changes process, make sure that you have taken the backup of the company file so that even if anything goes wrong there’s absolutely no need to panic about data loss.

In case, you are using QuickBooks Desktop Enterprise, you must put off any Advanced Inventory features which are currently in use. Once you have done the import changes, you can again turn them back on.

Here are the steps below to start with importing your accountant’s changes:

Step 1: Visit File Menu and choose Send Company File.

Step 2: Click on Accountant’s Copy.

Step 3: Click Client Activities.

Step 4: Choose Import Accountant Changes from File if you have received your accountant’s changes in an Accountant’s Changes file.

To do this, you need to locate the file with a .qby extension which can be found at the end of the name of the file.

Step 5: If the accountant has sent you via Accountant’s Copy File Transfer Service, then you need to be importing Accountant’s Changes from Web.

The above-mentioned steps would thus help you to import the changes sent by your accountant on the company file.
Now, if you need to review the changes sent by your accountant, you need to look into next following section.

How to Review Your Accountant’s Changes on QuickBooks Desktop?

On QuickBooks, the changes by your accountant are added to an automated process. This becomes crucial since you need to verify the changes that have been done so that you can peacefully avoid re-works.

Advisably you need to check with your accountant before proceeding ahead.

Now, if you want to review the changes sent by your account, you need to follow the steps given below:

Step 1: Once you are prepared to import their changes, choose Incorporate Accountant’s Changes. In case, you wish to not import the respective changes, hit the Close tab.

Step 2: Choose OK for confirming the changes and simultaneously shut down any other windows that might be opened right now.

Step 3: Again, select OK and hit Close. This will make QuickBooks automatically create a separate backup of the company file.

You may wish to update the closure date or the password with respect to your accountant.

For reviewing the remaining changes on a later course, open the folder which contains the company file. A PDF listing all the imports updated shall be there.

Now you can have a better system in place to successfully import your accountant’s changes into your company file on QuickBooks Desktop.

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