This article discuss the errors while creating an Accountant's Copy Transfer file (.qbx) and messages while working on a company file (.qbw) with pending Accountant's Changes. If you need to see the regular workflow of this feature, please see Accountant’s Copy 101 and QuickBooks Accountant's copy and QuickBooks Mac if you are using QuickBooks for Mac.
Some of the troubleshooting steps described in this article requires you to remove the accountant's copy restriction which is IRREVERSIBLE and will make the current accountant's copy impossible to be imported to the client's file. Make sure to consult your accountant and create a backup copy of your file before you do any of the steps bellow.
This article covers the following errors when working with .qbx.
Warning messages when working with a company file with pending Accountant's Changes.
For scenarios and errors with multiple solutions, perform the recommendations in the order shown for best results.
This section will focus on the errors that you will encounter while trying to create an accountant's copy (.qbx) file.
Scenario: After transferring an Accountants Copy to Intuit's Accountant Copy File Transfer Service, the successful upload confirmation e-mail is never received by the accountant.
Some email programs and services are filtering emails from intuit. Check with your provider on how you can add AccountantsCopy_notify@intuit.com as a trusted sender or check Set up common email accounts/domains to receive emails from intuit for the steps on how you can do this with common email domains.
Occasionally an email server may block certain incoming emails.
Scenario: You get an error "Failed" with a big red "X" when trying to create a portable copy, Accountant Transfer file (.qbx) or converting an Accoutant Transfer file (.qbx) to Accountant's working file (.qba)
Solution 1: Make sure that the latest release of QuickBooks is installed
Solution 2: Remove any special character in the company file name or file path of your company file.
Solution 3: Ensure QBDataServiceUserXX user has full access to file location
Solution 4: Create and restore a portable copy.
Solution 5: Perform basic data damage troubleshooting.
Scenario: You are getting the error “Not able to create accountants copy - to export your company file on drive (letter of the drive). There must be (number of kilobytes) space on drive (letter of the drive). There is only (number of space) amount of space available” when creating accountant’s copy.
Possible reason: The drive where the company file is located does not have enough free space to create the Accountant's Copy file.
Solution: You need to free up some space form your hard drive or restore the accountant’s copy to a different drive with more free space.
Scenario: You are getting the error QuickBooks has stopped working when sending accountant’s copy.
To isolate the issue Try sending an accountant’s copy using a different company file. If the issue is happening in more than one company file, repair QuickBooks. If the Issue persist, uninstall and reinstall QuickBooks. If the issue is only happening in one file, resort lists; if the issue persist, do standard data damage troubleshooting.
This are the warning messages that the program populates while working on a file with pending accountant’s changes. The following are not necessarily errors.
Scenario: You are trying to upgrade your company file with pending Accountants Changes to a newer version of QuickBooks.
Rationale:Upgrading your company file to a newer version of QuickBooks will prevent any changes made in the accountant’s copy form being imported to the original file.
If you did not intentionally create an accountant’s copy for your file, you can remove the accountant’s copy restriction. However, once the accountant’s copy restriction is removed, you can no longer import any accountant’s changes to your file. This is IRREVERSIBLE so make sure that you have a backup of your file and check with your accountant if you really need to remove the restriction. Check Accountant’s Copy 101 if you are not sure what accountant’s copy is.
To remove the accountant’s copy restriction:
Rationale: This message will appear if you perform reconciliation after you created an accountant’s copy and the transaction that the reconciliation clears is on or before the dividing date.
Reconciliation will be retained if:
You can still proceed to reconcile your accounts even if it might roll back when you import the accountant’s changes just to verify if your books are correct. You can either let the reconciliation rollback or enter the changes manually.
Intuit QuickBooks Accountant's Copy Support Articles