Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Remove Accountant's Copy restrictions from a company file

You need to cancel an Accountant's Copy.
 
Important: Consult with your accountant before you remove the Accountant's Copy restrictions. If you decide to remove the restrictions you will not be able to import your accountant's changes, instead you must make the changes by referring to a printed copy or redo the entire process.

Detailed instructions

These steps cancel the Accountant's Copy in QuickBooks.

Note: These steps will not notify your accountant that the Accountants Copy has been canceled, even if you used the option "Send to Accountant". The email that was sent to your accountant originally will not be "unsent." 

QuickBooks 2015:

  1. From the File menu, select Send Company File.
  2. Choose Accountant's Copy.
  3. Choose Client Activities (This step is for the Accountants Edition only.)
  4. Choose Remove Restrictions.
  5. Click to select the Yes, I want to remove the Accountant's Copy restrictions checkbox.
  6. Click OK.

QuickBooks 2008 through 2014:

  1. From the File menu, select Accountant's Copy.
  2. Choose Client Activities (This step is for Accountant Edition only.)
  3. Choose Remove Restrictions.
  4. Click to select the Yes, I want to remove the Accountant's Copy restrictions checkbox.
  5. Click OK.

 QuickBooks 2007:

  1. From the File menu, choose Accountant's Copy.
  2. Choose Client Activities (This step is for Accountant Edition only.)
  3. Choose Cancel Accountant's Changes...
  4. Enter YES.
  5. Click OK.

QuickBooks 2006:

  1. From the File menu, choose Accountant's Review.
  2. Choose Cancel Accountant's Changes.
  3. Click OK.

 If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

 

KB ID# HOW12846
11/23/2014 12:59:05 PM
PPRDQSSWS400 9102 Pro 2013 fbc114