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QuickBooks Help

Send a file through the Accountant’s Copy File Service

(Send to Jill, Paul or Olga only)

  1. Go to the File menu and hover over Send Company File.
  2. Hover over Accountant’s Copy and hover over Client Activities.
  3. Select Send to Accountant and then Next.
  4. Select Accountant’s Copy and then Next.
  5. Enter the dividing date. Then select Next.
  6. Enter your and your accountant’s email addresses.
  7. Create a file password for the file. Your accountant needs this to open it.
  8. When you’re ready, select Send.

Send a file through secure upload portal

  1. Go to the File menu and hover over Send Company File.
  2. Hover over Accountant’s Copy and then hover over Client Activities.
  3. Select Save File and then Next.
  4. Select Accountant’s Copy and then Next.
  5. Enter the dividing date. Then select Next.

You now have an Accountant’s Copy. It has a .qbx extension at the end of the filename. You can put the file on a USB to bring in to our office or upload it through our secure portal (click the “Upload” button on our top banner)

Please note that if you have already tried to send your file to us through the File Service and it did not work, you will need to release restrictions to create a file you can upoad.

To Remove the Accountant’s Copy Restriction

  1. Go to the File menu, then select Send Company File.
  2. Select Accountant’s copy, then Client Activities.
  3. Select Remove Restrictions.
  4. Select Yes, I want to remove the Accountant’s Copy restrictions, then OK.

To Apply Accountant’s Changes to your QuickBooks File

Step 1: Import your accountant’s changes

  1. If you haven’t already, back up your company file so you have a save point.
  2. If you use QuickBooks Desktop Enterprise, turn off any Advanced Inventory features you’re currently using. You’ll turn them back on after you import the changes.
  3. In QuickBooks Desktop, go to the File menu and then select Send Company File.
  4. Select Accountant’s Copy and then Client Activities.
  5. If your accountant sent you their changes in an Accountant’s Changes file, select Import Accountant Changes from File. Browse your computer for the file. It should have a .qby extension at the end of the filename.

If your accountant used the Accountant’s Copy File Transfer Service, select Import Accountant’s Changes from Web. Follow the onscreen steps to import their changes.

Step 2: Review your accountant’s changes

QuickBooks adds your accountant’s changes automatically. Check to make sure their changes don’t conflict with any work you’ve done recently. If you have questions, talk to your accountant before moving on.

  1. When you’re ready to import their changes, select Incorporate Accountant’s Changes. If you don’t want to import their changes, select Close.
  2. Select OK to confirm the changes and close any open windows.
  3. Then select OK and Close again. QuickBooks will create another back up of your company file.

You may also want to update the closing date and password based on your accountant’s changes.