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QuickBooks Accountant Copy

Last modified on July 13th, 2023 at 6:08 am

What is the Accountant’s Copy in QuickBooks?

An accountant can use the Accountant’s Copy to make important changes to transactions on or before the dividing date. (*Dividing date is the date that separates the part of your company you will be able to work on from the part your accountant will work on.) This QuickBooks feature allows accountants and their clients to work on the client’s company file at the same time.

Once the editing is done the accountant can send these changes back to the client, who can import them in the current company file. While you are working in an Accountant’s Copy, the QuickBooks application title bar shows “Accountant’s Copy” next to the company filename. Make a note while you are working in the Accountant’s Copy, you can view certain fields are disabled. This restricts you from making further changes that cannot be sent back to your client. If the restrictions on using Accountant’s Copy won’t accommodate your situation, you may want to convert it to a regular company file.

How To Create Accountant Copy In QB

Functions of an Accountant

Adding, editing, and deleting of most types of transactions dated on or before the dividing date.
Put on new transactions dated after the dividing date.
Addition and editing of the chart of accounts.
Edit account and tax information for existing items.
Add new customers, vendors, employees, and items.
Create, adjust, and print 941, 940, and W-2 forms.
Print 1099 and 1096 forms in the historical period.
Temporarily change preferences.
Generate new reports.
Create adjusting entries.

How to Create an Accountant’s Copy for clients in QuickBooks

Creating QuickBooks Accountant Copy , Follow These Steps
Select File menu -> click Accountant’s Copy -> click client activities -> click create Accountant’s Copy -> click Next.
Provide the dividing date. Click Next.
Rename the filename that QuickBooks suggests for the Accountant’s Copy. The file must have a .QBX extension and change the location for the file. (Optional). Click Save.
Title bar of QuickBooks displays “Accountant’s Changes Pending.”
Give the .QBX file to your accountant.
Continue working with your company data.

Help & Technical Support for Intuit QB Accountant Copy

Information brings by the QuickBooks Support Phone Number which delicately work for USA , CA Customer facing issues , problem while using Intuit QB .As a business owner you know how QuickBooks data & file important for you ,although creating Accountant Copy in QuickBooks is not crucial task , each and every one can make by using the simple steps . But improper format of data which is used to import or export from Accountant Copy to QuickBooks and vice versa not only corrupt your accounting software but you can loose a significant data in amount . Have a look a scenario when your system having Windows version and your company accountant using the MAC version so making the changes in data and than trying to export on your original QuickBooks may damage the complete accounting system . You can also get help if you want to Convert QuickBooks Accountant Copy To QuickBooks Company File .
We are Intuit Certified Proadvisor who can able to assist & help you in this matter , for help just dial our toll free number ☎ +1-516-494-3146.

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What is QuickBooks Accountant


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