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How to Send an Accountant’s Copy of QuickBooks to Client?

When you send the right accountant’s copy to a client and do it within the scheduled time under the guidance […]

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When you send the right accountant’s copy to a client and do it within the scheduled time under the guidance of an expert, it helps to boost your business significantly.

In today’s article, we will talk about how to send an accountant’s copy of QuickBooks to a particular client.

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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.

How to Send an Accountant’s Copy to the Client?

There are various ways a user can send the accountant’s copy of QuickBooks to his/her client. Here are the methods:

Solution 1: Use the File Transfer Method to Send an Accountant’s Copy

  • Open the Accountant copy that you want to send.
  • Press on the File option.
  • From the given drop-down list, please choose the option for Accountant’s copy.
  • Now for here, select the option View/Export Changes for Client.
  • Next, you can navigate through the Accountant’s copy and do the required changes.
  • Press on File.
  • Now navigate to View/Export Changes for client again.
  • Now press on the option, Send Changes to Client.
  • In your selected email address of the client, your name along with your email address will be displayed.
  • Press the option, notify me when the Client imports the changes.
  • Now, press on Send.

Solution 2: Use a Drive or Disk to send the Accountant’s Copy to the Client as an Attachment

  • Open the particular Accountant’s copy that you want to send.
  • Select the File option.
  • From the particular drop-down list, choose the Accountant copy option.
  • Select the option, View/Export Changes for Client.
  • Review the copy for any edits.
  • In this stage, you can include any type of suggestion or comments for your particular client if you want.
  • Now, press the button for Print if you want to print it.
  • Simultaneously, you can also press on the option, Save as PDF. It will help you to have a copy with you in case you need to refer or record.
  • Choose the option, Create Change File for Client.
  • Accountant’s copy QuickBooks to the particular client.
  • Add the Filename.
  • Add the change file Location.
  • Now click on the Save option.

Note: When you are saving the Accountant’s copy, please ensure that the file should have an extension of .QBY.

  • Now press OK and then confirm the changes

The file can be sent as an attachment to the email with the assistance of a flash drive or by writing the file on a CD.

How to Fix the Error, Unable to Create the Accountant’s Copy?

Here are the steps to fix the issue, unable to create the Accountant’s copy:

No. 1: Using Current Version of QuickBooks Desktop

You need to make sure that the current version of the QuickBooks Desktop app is being used. Hence, open QuickBooks and navigate to the option, Help. Select Update QuickBooks Desktop. Now press on the option, Get Updates. When the update has been downloaded and installed, now QuickBooks should be restarted.

No. 2: Ensure that no Special Characteristics are Present in the Company File Name

In case there is a special character in the file name of your particular QuickBooks Company file, just press right-click and then rename it. Many times, deleting special characters often fixes this unable to create an accountant copy error.

No. 3: Check the Company File Size

If the size of the company file is more than 200 MB, you may experience this issue while sending it through the File Transfer Service.

You can also upload the .qbx or the .qby file to the cloud storage service such as Google Drive or One Drive and then you can share it with your particular accountant.

No. 4: The Company File is Damaged or Corrupted

If the company file is damaged or corrupted, you will not be able to create an Accountant’s copy. You can solve this problem very conveniently with the help of the QuickBooks doctor tool. With the help of this tool, you can fix several errors concerning company and network files. This tool can be acquired from the actual website of Intuit. If you still experience issues in creating an Accountant Copy file, the next solution may help you out.

No. 5: You may lack the required Security Permissions

Find the particular QuickBooks company file and press right-click on it. Select the option Sharing and Security and press on the tab, Permissions. Now select the option, Add/Browse and locate the present user via which the file is being accessed.

In today’s article, we have talked about how to send an accountant’s copy of QuickBooks to a client. We have put the steps in the order they should be.

In case you follow the steps given above and fail, then we highly recommend that you hire a professional for your issue.

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
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Frequently Asked Questions (Faqs)

How to turn off the Advanced Inventory feature in the QuickBooks Desktop Enterprise version?

In case you are using the QuickBooks Desktop Enterprise version, before you proceed you must turn off the Advanced Inventory feature. After sending the accountant’s copy, you can turn them on.

Step 1: In your QuickBooks account, navigate to File and select the option, Send Company File.

Step 2: Select Accountant Copy and select Client Activities.

Step 3: Press Save File and choose Next.

Step 4: Choose Accountant’s Copy and press Next.

Step 5: Add the desired diving data and press Next.

What is, Unable to Create Accountant’s Copy QuickBooks Error?

Often, during creating an accountant’s copy, you may experience a QuickBooks error that does not allow you to create an Accountant’s copy. It may arise because of the reason that your QuickBooks is not updated or any particular Company File is corrupted or damaged.

In some scenarios, this error can come up because of firewall blocking, server problems, or due to slow internet issues. Sometimes when you use the File Transfer Service in QuickBooks to send the Accountant’s copy, this issue is quite likely to arise.

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

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Pricing

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Accountant Basic

*See our Pricing for up to 10 Company Files.

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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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