QuickBooks has lots of exciting features for its users. QuickBooks users can easily share data with an accountant by using the feature of QuickBooks Accountant Copy in QuickBooks. If the user or an accountant wants to edit transactions, then they are allowed to do so. But, the main question is to “how to create accountant’s copy in QuickBooks”?
Before creating QuickBooks accountant copy, you require to set up QuickBooks software. In case, you are working on QuickBooks Desktop Enterprise, then you are advised to turn off the feature “QuickBooks Advanced Inventory”. You can turn it on after creating the accountant copy.
If you are using any other version of QuickBooks, then you can continue with the steps to create accountant copy in QuickBooks:
QuickBooks users may know the steps to create QuickBooks accountant copy. Since, by creating QuickBooks accountants copy, you don’t need to email again or worry about the most up-to-date changes by anyone. There are two ways to create an accountant copy, the first is to create a file to put on a USB or the second is on online hosting service. Follow the steps respectively to do so:
Now, you have QuickBooks accountant’s copy that you can put on a USB. This accountant’s copy QuickBooks has ended by .qbx extension.
Now, you can continue with the next step is to import accountant changes in QuickBooks. For this, go through the below-mentioned steps.
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You need to follow two steps in order to import and add your accountant’s data. We have provided you all the steps to import your accountant changes in QuickBooks below:
In case, the Accountant’s Copy File Transfer Service is used by your accountant, then you need to choose the Import Accountant’s Changes from Web. After that, follow the steps to import the changes that will display on your screen.
Your accountant’s changes will be added by QuickBooks automatically. You need to verify that their changes will not conflict with any recent work done by you. And, follow the steps written below:
Note: You also need to update the closing date and password of the accountant’s changes. If you want to view those changes later on, then open the folder that contains the company file. Then, you will have a PDF which contains all the import updated.
QuickBooks Accountant Copy permits an accountant to edit the client’s company file and the client will be able to use the file at the same time. The steps to create an accountant’s copy have been mentioned in the above blog along with the steps to import the accountant’s changes. We hope that the blog assisted you to create an accountant copy. If you find it difficult to create it on your own, then we advise you to talk to one of our experts at Accountant Squad by dialing our toll-free QuickBooks 24/7 Support Phone Number +1-877-221-952O.