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Using an Accountant's Copy between multiple versions/years of QuickBooks

The Accountant's Copy feature allows accountants and their clients to work in a company file at the same time. When the accountant is finished working with the client's file, the client can import the accountant’s changes into their company file.

Review this article to understand how best to transfer Accountant's Copy changes between different installations of QuickBooks, so that you don’t lose important data and time-consuming work.

If you see an error when working with the accountant's copy, please search our support site for that error.

Important: You may need take different steps if you see a message that You must subscribe to Accountant's Copy File Transfer service when converting a file.

Overview
  • Both accountant and client must be using QuickBooks 2007 or later.
  • The accountant must have the same version of QuickBooks as the client, or no more than one version later.
  • Whenever possible the Accountant's Copy should be opened in the same version of QuickBooks the client is using.
  • When opening the Accountant's Copy in a later version of QuickBooks, a warning may be displayed, but it can be disregarded if the versions are compatible (see table).
  • When opening the Accountant's Copy in a later version of QuickBooks the file does need to be upgraded. Any changes made can still be incorporated in the clients file. (see table).

If client has

Accountant must have

QuickBooks Pro or Premier 2015 QuickBooks Premier Accountant Edition 2015
QuickBooks Pro or Premier 2014 QuickBooks Premier Accountant Edition 2014 or 2015

QuickBooks Pro or Premier 2013*

QuickBooks Premier Accountant Edition 2013 or 2014*

QuickBooks Pro or Premier 2012* QuickBooks Premier Accountant Edition 2012 or 2013*

QuickBooks Pro or Premier 2011*

QuickBooks Premier Accountant Edition 2011 or 2012*

QuickBooks Pro or Premier 2010

QuickBooks Premier Accountant Edition 2010 or 2011*

QuickBooks Pro or Premier 2009

QuickBooks Premier Accountant Edition 2009 or 2010

QuickBooks Pro or Premier 2008

QuickBooks Premier Accountant Edition 2008 or 2009

QuickBooks Pro or Premier 2007

QuickBooks Premier Accountant Edition 2007 or 2008

QuickBooks Pro or Premier 2006

QuickBooks 2006

NOTE:  Any reference to QuickBooks Premier includes all industry specific versions as well. 

*For clients and accountants using QuickBooks 2011, QuickBooks 2012 or QuickBooks 2013, please click here for solutions for possible incorporation issues.

Detailed information

Specific restrictions:

  • If the accountant has worked in their Accountant's Copy in a version more than a year later than the client's, the accountant's changes will not be imported into the client's file.
  • If the accountant has a later version of QuickBooks, any changes the accountant makes using features found only in the later version will not be imported into the client's company file.
  • If a client is using QuickBooks Premier or Pro and the Accountant's Copy was opened in Enterprise Solutions, the accountant's changes will be imported into the client's file (not recommended).

Important: QuickBooks Enterprise Solutions (QBES) files operate in the same way as other versions of QuickBooks, but they must be opened, converted, imported, and exported to and from Enterprise Solutions. An Enterprise Accountant's Copy Review/Transfer file cannot be used in QuickBooks Premier or Pro. However, an Accountant's Change File (QBY) from QuickBooks Enterprise can be transferred to QuickBooks Premier or Pro.

Learn more about what an accountant can do in an accountant's review copy

If this solution does 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.

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