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How to use an Accountant’s Copy Working File

How to use an Accountant’s copy working file (Step by Step Instructions)

If you want your accountant to review your books and work on your company file, simultaneously! Do one thing, create & send an Accountant’s Copy of QuickBooks. An Accountant’s Copy file is the quickest way for a company to exchange data with a third party, as such here, an accountant. After this, the file can be delivered in the form of a flash drive or other physical electronic media. 

Plus, you need to add the Accountant’s Copy file transfer feature. With this what will happen is; the file will remain secure in Intuit Database Server, where you can exchange data securely, with your accountant! In this article learn how to use an Accountant’s copy working file.

Before applying the course of work that lies ahead, a few things need your attention:

After the above are done!

Here’s how to make an Accountant’s Copy with file transfer feature work:

Client-side:

  1. Create an Accountant’s copy export file with an extension of (.QBX)
  2. Then, you need to send this to your accountant
  3. Now you’re ready to work on the working file, you were working on i.e (.QBW)

Here, the system will send an email to an accountant to download the link to this file

Accountant-side:

FIG 1

FIG 2

  1. The accountant opens the link in email Fig 1 and downloads it
  2. A window prompt as such Fig 2 will appear, click save
  3. Now, there are two distinct ways to work with the QuickBooks Accountant copy with an extension of (.QBX) export file

Method 1 You can convert the downloaded file into an Accountant’s Copy working file (.QBA), and this will save your changes automatically in the client’s company file

or

Method 2 You can convert the downloaded file into a Company File (.QBW), unfortunately, changes will not take place automatically

It’s your choice, which way you pick!

In case you decide, to convert it in a company file, you need to follow the steps given below:

Note:  this choice is good only if a client doesn’t record any transactions while you perform your work. Otherwise, those transactions will get lost on the replacement of the company file.

But, sometimes Client Working With an Accountant’s Copy with an extension of (.QBY) Import File receives Import Failed Message so, we will stick with Method 1 (i.e. Accountant’s Copy working file)

To implement this:

Step1: Ensure you’re using QuickBooks’ Accountant Edition

  1. From the File list, tap Toggle to Another Edition.
  2. Now check whether Premier accountant Edition-Home is greyed out. If it’s not tap the radio button.
  3. Select Next, and Toggle. You can toggle back once you’re done with work.

Step2: Convert accountants copy to a working file 

  1. Find and open the accountant’s copy with an extension of ( .QBX)
  2. Confirm to convert file
  3. Rename and Save

Step3: Make changes and

Step4: Send the changes to your client

That’s all, you have your work completed!

How Will a Client Import or bring in an Accountant’s Work From a received Import File?

A client can bring in an accountant’s work created in QuickBooks Accountant Copy import file with an extension of (.QBY) in simple steps:

First, the client has to receive the file and save it with an extension of (.QBY) file on the computer.  As most of the QuickBooks (.QBY) extension files have a small size, the file will get transmitted by email without any hassle.

Now Follow these:

Note: This Import Accountants Changes sub-menu is available only if you’ve got an Outstanding Accountants copy. 

Contact QuickBooks Desktop Support Experts

In case, if you face trouble when you are trying to import or convert QuickBooks accountant copy into a working file. Contact QuickBooks desktop support agents on +1888-300-6790. We are independent QuickBooks desktop experts offering quick & flexible QuickBooks desktop training & support.

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