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Quickbooks desktop accountant copy
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There are two ways to get an Accountant’s Copy to your accountant. You can create a file to put on a USB or online hosting service. You now have an Accountant’s Copy. It has a. You can put the file on a USB and give it your accountant, attach it to an email, or share it through a cloud service like Box. QuickBooks closes all open windows and sends the file. Keep in mind, your accountant has two weeks to download the Accountant’s Copy you sent.

You can keep them on while your accountant works on their Accountant’s copy. But, you’ll need to briefly turn them off again when you import their changes. If your accountant adds inventory transactions to the Accountant’s copy, they won’t have your Advanced Inventory details.

This includes things like serial numbers, inventory sites, or lot numbers. You can add this info manually if you need it. It also restricts certain activities to avoid conflicting with your accountant’s changes. The message stays until you get the file back and import your accountant’s changes , or until you remove the Accountant’s Copy restriction.

Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Hover over Accountant’s Copy and then hover over Client Activities. Select Save File and then Next. Select Accountant’s Copy and then Next. Enter the dividing date. Then select Next. Hover over Accountant’s Copy and hover over Client Activities. Click “Print” or “Save as PDF” to create a copy of the modified accountant’s copy that you can retain.

Click “Incorporate Accountant’s Changes” to restore the accountant’s copy to your original company file. Select the location where you want to save the backup and click “OK.

Review the changes you incorporated in the Incorporate Accountant’s Changes window and follow any instructions provided to resolve conflicts or errors.

Click “Close” when you are done. She is certified in Microsoft application and served as the newsletter editor for OfficeUsers. By Tricia Goss. Import via Web 1. Import via File 1.



Quickbooks desktop accountant copy. How to Restore the Accountant’s Copy in QuickBooks

QuickBooks Desktop training and certifications. Start QuickBooks and select the “File” menu. Learn how to create a special version of your company file to send to your accountant.


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