How to Import Accountant Changes in QuickBooks?

To maintain the accounting data in the right manner, it is very important to send an accountant copy to your […]

Voiced by Amazon Polly

To maintain the accounting data in the right manner, it is very important to send an accountant copy to your particular accountant. However, sometimes these procedures turn out to be very complicated for you. To simplify the procedure, QuickBooks has a specific feature that enables you to import the accountant copy and operate on all the edits freely on the particular company file.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

*No credit card required

If you wish to learn how to import accountant changes in QuickBooks, then you must go through the required information presented in this article. But before knowing all about the steps included in importing accountant changes, let us first understand what an accountant copy is.

What is an Accountant’s Copy in QuickBooks?

In QuickBooks, an accountant’s copy is a unique kind of file that lets clients and accountants work on the same set of books at the same time. The accountant may make any necessary changes without interfering with the regular work of the client.

The ability for the accountant to draft an accountant’s copy, edit it for accuracy, and deliver it to the customer simplifies the working relationship. The client can then carry on with their regular business activities by importing the accountant’s copy into their own QuickBooks file. This procedure guarantees that both parties are working with the most recent financial data and greatly minimizes the back-and-forth file exchange.

Since the accountant may prepare an accountant’s copy, check it for accuracy, and give it to the client, this feature simplifies the teamwork process. After that, the client can import the accountant’s copy into their own QuickBooks file and carry on with business as usual. By using this procedure, a great deal less back-and-forth file exchange occurs, and it is guaranteed that all parties are using the most recent financial data.

As a result, this not only boosts efficiency, it will also enable precise and on-time financial reporting along with boosting the communication between the client and the accountant.

Things you need to do before Importing Accountant Changes in QuickBooks:

  • First of all, you need to take the backup of the company file for an easily accessible save point to prevent data loss
  • If their applicable advanced inventory options in your QuickBooks make sure you disable the advanced inventory features. Once the import process is completed, you can turn them on.

How to Create an Accountant’s Copy in QuickBooks?

To ensure that clients may proceed with their regular bookkeeping activities, accountants can make the necessary adjustments by simply creating an accountant’s copy in QuickBooks.

  • To start with, sign in to your QuickBooks account.
  • Now choose the File menu.
  • In the drop-down menu, select the option, Send Company File. Then select Accountant’s copy and post that Client activities.
  • Now, fix the dividing date that marks the particular point till when the accountant makes the changes. Once the dividing date is fixed, press Next and select where to save the accountant copy file.
  • You will now be prompted by QuickBooks to create a password for the accountant’s copy. When finished, send your accountant the file so they may work on it, or import it after they have made the necessary changes.

Making an Accountant copy in QuickBooks Desktop

  • In QuickBooks Desktop, preparing an accountant copy includes going to the File menu and choosing Accountant to copy.
  • Next, you need to implement the on-screen prompts to issue the file to the accountant
  • After the accountant copy is issued, you will be required to send it to your particular accountant. To do it, just press the button, Send to Accountant in the Accountant Copy menu.
  • Then you will be notified to select whether to send the file through Intuit’s secure servers or to save it to a particular location and then send it to your accountant manually
  • After the file is received, your accountant can import it into their QuickBooks Desktop edition and make the required changes without affecting your regular transactions.

Making an Accountant copy in QuickBooks Online

  • To create an accountant’s copy in QuickBooks Online, navigate to the Accountant Tools section and follow the instructions to create a file that can be reviewed and adjusted by the accountant.
  • Users should select the dividing date for the accountant’s copy by selecting the Send Accountant’s Copy option after accessing the Accountant Tools section.
  • The user will then be able to specify the accountant’s email address by selecting the email option that appears. In the next step, you need to press the Next option and save the particular file to the preferred location.
  • Likewise, while importing the accountant’s changes, users must choose the File option and then select Import Accountant’s Changes. A prompt will then direct them to import the changes in the right manner.

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

  • 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.
  • Now click the Browse option and select the file you require to open. Press on the option Open and provide your login details.
  • 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.
  • Now download the accountant copy.

Import Accountant Changes via the File

  • Open QuickBooks and select the option, File from the available menu.
  • 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.
  • Choose Open and enter the login credentials needed.
  • 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.
  • 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.
  • Choose Save as PDF or Print to create a copy of the changed copy of the accountant which you can hold.
  • Select the option, Incorporate Accountant changes to restore the copy of the accountant to your company file.
  • 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.
  • Navigate via all the changes you included in the Incorporate Accountant Changes screen and implement the guidelines to fix the issues or errors.
  • Now press on Close after it is done.

Challenges of Import Accountant’s Changes in QuickBooks:

When users import Accountant’s changes in QuickBooks, they might experience unexpected errors. Some of them are below:

  • QuickBooks cannot import the Accountant’s Changes
  • You cannot choose to import Accountant’s Changes from Web/File because the option is grayed out.
  • QuickBooks is unable to respond while importing Accountant changes

Here are the major reasons behind the issues:

  • When you are trying to import data from the different company data files Accountant Copy
  • Backup failure when importing Accountant changes

In the last, how to import Accountant changes in QuickBooks completes! Hopefully, the above information is helpful to proceed with the import process of Accountant change in QuickBooks online. Meanwhile, if you need to save more time, you can use the Dancing Numbers tool to import Accountant changes in bulk with fewer clicks. Implement the innovative tool to get better productive outcomes.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions

What should you do when you cannot import Accountant changes?

There are certain issues due to which accountant charges fail to import, some of which include:

QuickBooks has failed to respond

The option “Import Accountant changes” from web/file is unavailable

You are trying to acquire data from a different accountant’s copy, instead of the one created last for this company data file

How to Restrict Accounting Changes that are Outstanding in QuickBooks?

To restrict accounting changes that are outstanding in QuickBooks, implement the steps given below:

  • Open the File option.
  • Now send the company file.
  • Now select the accountant’s copy and then press the option, Client Activities.
  • Select the option, Remove restrictions.
  • Choose Yes, I want to remove the Accountant’s copy restrictions.
  • Now press the OK option.

What is the difference between an Accountant’s Copy and a Portable File?

On one hand, portable company files are more restricted and are ideally used when you wish to save your particular file to a particular location or wish to email it to a certain individual. An accountant’s copy, on the other hand, is used when you wish to keep track of your progress.

Is it possible for QuickBooks Pro to open a Particular Accountant Copy?

Yes. It is possible to open a QuickBooks Accountant copy with the help of QuickBooks Desktop, however, the file must be in .qba.

How to Fix Backup Failures While Importing Accountant Changes in QuickBooks Online?

Disable backup verification. Here are the steps:

  • Click on the Create Backup window.
  • Choose Local Back up and hit Options.
  • Give a click on No Verification and then hit OK.
  • Choosing the button to pause the QuickBooks to verify data integrity; may permit you to import the Accountant’s modification.
  • Click on the Next option and wait till the backup process is complete.
  • Check the data integrity of the company file.

“I have imported the Accountant Copy, But the Due Dates on the Transactions are removed” How to fix it?

  • Click on the Vendor or Customer menu
  • Select Vendor center
  • Do double-click the name of the Customer that you require to correct
  • Click on the Payment Setting option
  • Select the right Payment Terms and Click Add New if required

How to resolve when Reconciled Transactions are unable to Import from the Accountant Copy?

If you are unable to view the reconciled transaction in the incorporated Accountant’s change report, then the issue might be due to more transactions. Up to 800 is the maximum number of transactions permitted for the reconciliation in an Accountant’s copy. Verify and modify the date of the reconciliation to break down the number of transactions.

In case if the error persists, then remove the restriction in the Accountant’s copy or recreate or resent another accountant’s copy to the Accountant.

How to fix Missing info in Loan Manager for Importing Accountant changes?

If an Accountant’s copy is created through the company file and the restriction is applied and still shows an error. It specifies that the newly entered loans into loan manager information is missing. When the Accountant changes have been imported into the actual file, you will be required to enter the new loan details to the loan manager.

close btn

Get Your Case Study

Call Now+1-800-596-0806
Top