Convert QuickBooks Accountant Copy To Company File

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QuickBooks Accountant Copy To Company File Conversion

How To Convert Accountant’s Copy QuickBooks To Company File ?

In QuickBooks, you can convert the company file into several types like an accountant copy, a portable file, or a backup file.  In this article, you’ll learn converting QB Accountant Copy to QB Desktop Company file.

Users can rely on the accountant copy of the company file to collaborate with their accountant. The accountant copy can be sent to the accountant, who can then make necessary changes and send the copy back to you. The changes can then be imported into your company file. Also via toll free number +1-866-497-0057 you can easily connect with QuickBooks 24/7 Technical Support Number and get instant assistance ,

This saves you from sending the entire company file, enabling you to work on your books simultaneously with your accountant.

Do you know How To Cancel QuickBooks Accountant’s Copy in easy steps without any issue and problem and generate new Accountant’s Copy.

Converting QB Accountant’s Copy Into QB Company File

The primary purpose of the accountant copy is to enable the accountant to make changes to the data without hampering your work. Later, you can import the changes made in the accountant copy in your company file.

However, if you’ve lost the original company file, then you can get started with the essential accounting data by converting the accountant’s copy into the company file.

QuickBooks Accountant Copy to Company file Conversion Process

The steps to convert QuickBooks Accountant Copy to Company file are provided below:

  1. Open the Accountant’s copy with QuickBooks.
  2. Create a backup of the file.
    1. Click on File from the main menu.
    2. From the provided options, select Back Up
    3. Choose Create Local Backup.
    4. A new window will appear in which you must select Local Backup.
    5. Click on Next.
    6. Go to the Local Backup Section, and click on Browse to select a location to save the backup file.
    7. Click on Ok, then Save it Now. Wait for the confirmation message.
  3. From the main menu, select File.
  4. Click on Send Company File.
  5. Select Accountant’s Copy.
  6. Click on Convert Accountant’s Copy to Company File/QBW.
  7. Click on Ok, and browse to the .QBW file. Open the File.
  8. Click on Save. When you get the confirmation message, click on Ok.

All instruction mentions carefully by IsOpenToday which can be used for Converting QuickBooks Accountant Edition To QuickBooks Pro in simple steps.

Any transactions you entered into the company file will have to be reentered. Also, you won’t be able to import the changes from the same accountant’s copy.

Import Changes made in the Accountant’s Copy to the Company File

When you convert the accountant’s copy into the company file, you lose a lot of your data and all preferences related to a company file. A better option is to import the changes made in the accountant’s copy into the company file.

Follow the steps provided below to do the same:

  1. Click on File from the main menu.
  2. Click on Send Company File.
  3. Click on Accountant’s Copy.
  4. Select Client Activities.
  5. Click on Import Accountant Changes from File.
  6. When the import is complete, you’ll get a confirmation message. Click Ok.

All the changes made by your accountant will now be imported into the company file. QuickBooks enables you to review the changes made by your accountant before importing them into your company file.

To know more, get in touch with our experts at +1-866-497-0057 (Toll Free.)


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2 Comments

  1. Tony Belfiore says:

    Yes, I sent accountants copy back to client and he can’t import few of the items.I am trying to send from Premier Accountant version and my client has QB Pro. Both are 2020 version.

  2. Trudi Bruce says:

    I need to send my changes to my client. When I hit F2 I can confirm the the file is currently a .QBA but when I go to File/Accountants Copy” I don’t get an option to view/export changes. This is Desktop 2018

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