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.
If client has
Accountant must have
QuickBooks Pro or Premier 2013*
QuickBooks Premier Accountant Edition 2013 or 2014*
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
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 possible conflicts between versions.
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.