Was this page helpful?
Thank you!

Comments or suggestions?

Enter Email Address (optional)

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 Accountant's 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 and later:

  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 2013 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.
KB ID# HOW12846
12/1/2015 12:05:39 PM
PPRDQSSWS404 9132 Pro 2016 3ef522