Accountant's Copy overview

With Accountant's Copy you can work on your company file at the same time as your accountant. overview of Accountant's Copy, accountants, working with, copying, files for accountants, review by accountant, . You continue to work with your company file, while your accountant makes adjustments to a special version of the company file called an Accountant's Copy. overview of Accountant's Copy, accountants, working with, copying, files for accountants, review by accountant, . Changes made by the accountant can later be imported into your current company file.

What you can do while your accountant has the Accountant's Copy

What an accountant can do in the Accountant's Copy

Note: If the restrictions on using Accountant's Copy won't accommodate your situation, your accountant can convert an Accountant's Copy to a regular company file. overview of Accountant's Copy, accountants, working with, copying, files for accountants, review by accountant, . You will lose the capability to work on your file at the same time as your accountant.

Exchanging Accountant's Copy files with your accountant

With your company file (.QBW) open, create the Accountant's Copy for your accountant and set the dividing date.
Send the Accountant's Copy transfer file (.QBX) file to your accountant.
Continue working on transactions after the dividing date.
The accountant converts the .QBX to an Accountant's Copy working file (.QBA) and works with transactions on and before the dividing date.
The accountant exports his or her changes and sends you an accountant's changes file (.QBY).
You review and import your accountant's changes into your company file, or you can choose to reject the changes.