How to Restore An Accountant’s Copy in QuickBooks

When it comes to restoring an accountant copy in QuickBooks, it is important to get the actual data post reviewing and implementing the accountant’s changes, making sure the smooth transition back to the usual company file.

Accountant’s Copy in QuickBooks is a provision given to business owners to send some of their business data to the accountant or accounting firm they have hired. This will allow users to share only relevant information with the CPA. The copy of the accountant is sent back and changes are imported to the initial company file once the CPA/accountant has worked on the file. In some cases, there might be chances where the company file backup is inaccessible to the user or the data in the file is corrupt.

Herein, you are advised to open the accountant’s copy in QuickBooks. The copy of the company’s accountant or accountant transfer file (.QBA or .QBX) is required to be converted to a working QuickBooks data file (.QBW) before commencing the work. We will have a detailed discussion about the same in this module, and all you need to do is follow the instructions mentioned in this module.

What a User Needs to be Aware of about the Accountant’s Copy?

Before creating the Accountant’s Copy, you should decide the dividing date. You can only type in the entries in the current period, which could be any date post the dividing date once the Accountant’s copy is generated. The accountant will create transactions on or before the dividing date. There might be restrictions on what you can do while an Accountant’s copy is active. Kindly know that it is critical not to remove the restrictions without importing the changes the accountant has made to that point.

How to Restore an Accountant’s Copy in QuickBooks Desktop?

In QuickBooks Desktop, restoring an accountant copy includes using the assigned section and following the guidelines to shift back to the actual company file after implementing the adjustments of the accountant.

• To begin with, navigate to the File menu and choose Utilities.
• Now change the Accountant’s copy to a Company File/QBW.
• Now implement the on-screen prompts to find the accountant’s copy file and select Open. In case there are certain pending charges from the particular accountant, make sure they are erased.
• Navigate to the Accountant Changes option.
• Now choose Client Data Review. Now click the option Delete Pending.

Once completed, begin with the conversion and save the file with a new name in order to avoid overwriting the actual file. It is crucial to check twice all the accountant changes are implemented correctly and look for professional help if experiencing certain difficulties during the procedure.

How to Restore an Accountant’s Copy in QuickBooks Online?

In QuickBooks Online, it is possible for clients to restore an accountant’s copy by using the assigned section and implementing the guidelines to return to the actual company file after implementing the accountant’s changes.

• After you are logged into a QuickBooks Online account, users can go to the Accountant menu
• Now choose Restore Accountant’s copy
• Post that, they must upload the accountant copy file offered by their accountant. Post this, they will be required to choose the option, Remove Accountant Changes in order to reject any pending changes
• After this step is finished, the accountant’s copy will be changed back to the actual company file, successfully implementing the changes done by the accountant.

How to Save a Particular Accountant’s Copy in QuickBooks?

Saving an accountant’s copy in QuickBooks includes protecting the file securely to keep a record of the adjustment made by the accountant and support future reference or association.

After the accountant’s adjustments are finished, the procedure to save the accountant’s copy in QuickBooks starts by going to the File menu and choosing the Accountant’s copy. Next, you need to press the Save File option.

It is important to make sure that the file is saved in a secure location like a cloud storage service or an assigned folder on the system in order to avoid any kind of unauthorized access and also loss of data. This secure storage promises the accountant’s copy is easily available for future use, be it for partnership or reference with the accountant to restore the particular file and implement the required modifications.

How to Upload an Accountant’s Copy in QuickBooks?

Uploading an accountant’s copy in QuickBooks includes shifting the file safely to the assigned location, allowing the accountant to use and perform the required changes to the financial records of the client.

After the transfer is finished, it is important to make sure of the safety of the data throughout the entire procedure. QuickBooks offers strong encryption methods to protect sensitive financial details. It is suggested to put strong passwords and limit access only to authorized personnel.

The customer can download and import the updated accountant’s copy back into their QuickBooks account after the accountant has finished making the necessary modifications, guaranteeing the integrity and correctness of the financial data. In order to protect the integrity and security of the client’s financial information, certain procedures must be strictly followed.

What Steps Need to Follow to Import Accountant Changes in QuickBooks?

Here are few steps given which you are required to be followed to restore the accountant’s copy in QuickBooks. Once you adhere these steps you can successfully import accountant modifications in QuickBooks.

• In the first step, you are required to back up the company file and if you are using QuickBooks Enterprise, turn off any advanced Inventory functions. These functions are required to be turned off after the changes are imported.
• In the second step, you are required to navigate to the File menu and select the Send Company File.
• After that, hit on the Accountant’s Copy and then navigate to the Client Activities.
• Once the above steps are done now you need to Import Accountant Changes from the File and look for the system for.QBY extension and this will allow you to automatically import the accountant modifications to the company file.

What is the Way to Create the Accountant’s Copy?

Here you need to be sure that how you want to deliver the Accountant’s Copy file to the accountant. You can modify a file which can be given to the accountant through e-mail if the file size is not too large or on a storage device, or you can also use an Intuit Web service.

Here are few steps given which you are required to follow to create a file:

• In the first step, you are required to select the File and then navigate to the Accountant’s Copy, and after that move to the Client Activities and click on the Save File.
• In the second step, you need to confirm you wish to create an Accountant’s Copy and hit on the Next.
• After that, select the dividing date and hit on the next option.
• Now, you are required to modify the required location for the file and the filename which QuickBooks suggests for the accountant’s copy.
• Once the above steps are done now, hit on the save option provide the Accountant’s Copy transfer file to the accountant, and resume your work.

Are you aware of the steps which need to follows to use the Accountant’s Copy file transfer, an Intuit Web service? If not, no worries we are here to help you.

Here are the steps:

• In the first step, you are required to select the File and then Accountant’s Copy, and after that move to the Client Activities and lastly Send To Accountant.
• After that, you are required to confirm you wish to create an Accountant’s Copy and hit on the Next.
• Post that, select the dividing date, and hit next.
• Once the above steps are done now you need to enter and re-enter the accountant’s e-mail address.
• Now, after that, you are required to enter your name and e-mail address.
• And then hit on the Next option.
• After that, just create a file transfer password to encrypt the file. The accountant will require this password to open the file. You are required to give the admin password to your accountant to access the file.
• In the final step, you are required to hit the send option.

How to Get Rid of the Accountant’s Copy Restrictions?

If you did not create an Accountant’s Copy you cannot import the accountant’s changes. All modifications need to be made manually by referring to a printout or PDF file of the accountant’s changes. You should always discuss with the accountant prior removing the accountant’s Copy restrictions.

Here are the steps given to remove the accountant’s copy restrictions:

• In the first step, you are required to select the File and after that navigate to the accountant’s Copy and then move to the remove Restrictions.
• Also, if you are sure to get rid of the restrictions, you can move ahead and choose the checkbox and hit OK.

Though accountant’s copies can be somewhat restrictive it is usually the best way to continue to work in a current period while someone makes amendments to a given period of time.

We hope, you can now open the accountant’s copy in QuickBooks and make use of it in case of an emergency or if you still have doubts about how to change QuickBooks Accountant’s copy file, please do not hesitate to get in touch with our team of experts via LIVE CHAT.

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