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

by James Antonio

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.

Import Your accountant's Changes into 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 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.


Need Some one on one QuickBooks Assistance?


Will my accountant have Advanced Inventory details while adding inventory transactions to the Accountant’s copy?

No. Data like serial numbers, lot numbers, inventory sites are inclusions of your inventory transactions, and while adding to the Accountant’s copy, your accountant will not have the Advanced Inventory details. If you wish to, you can later add these details manually.

How to remove the Accountant’s Copy restrictions?

Before getting started with removing Accountant Copy’s restrictions, make sure you have done a prior consultation with your respective account.

To proceed with the Accountant’s Copy restrictions, follow the steps below:
Hit File.
Choose Accountant’s Copy.
Select Remove Restrictions.
Tick the checkbox and choose OK.

Are there any limitations related to accounts when you find an accountant copy to be existing?

There are few limitations related to accounts when you find an accountant copy to be existing and are mentioned below:
You shall be able to add a new account but would be unable to add a fresh subaccount to the already existing account.
You would not be able to either merge, edit or make inactive to the already existing accounts.
For new accounts which you have created, you would be able to either merge, edit or make inactive while the Accountant’s copy retains with your accountant.

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.

Error Free

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

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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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:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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.

Get Support

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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