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Error: Failed when creating an accountant's transfer file or converting one to an accountant's copy

When creating a portable file or an accountant's transfer file or converting an accountant's transfer file to an accountant's copy, an error message comes up with only the word "Failed" and Big Red "X."  You can only click OK to the message.
How to fix it
Intuit recommends more than one solution for this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.             

Solution 1:  Make sure the latest release for QuickBooks version is installed.

Solution 2:  Verify that there are no special characters in the company file name or in the file path where the original file is saved. (If you find any, remove any apostrophe's, ampersands (&), greater than (>), less than (<), etc. and that should resolve the issue.)

Solution 3:  Portable Company File

  1. Create a Portable Company file.
  2. Restore the Portable Company file.  NOTE: If you get the message:& You may not have sufficient permissions to create a portable company file from this computer, copy the company file locally and then create the Portable Company file.
  3. Once this step is successful, create another Accountant's Transfer file and convert.

Solution 4:  Troubleshoot company file for data damage

Solution 5:  If this error was received when trying to create an Accountant's Transfer file, ensure that the QBDataServiceUser(XX) user for your version of QuickBooks has full access to the folder where the company file is stored.

  1. In Microsoft® Windows, right-click the Start button, and then select Explore.
  2. Right-click on the company file folder, then select Sharing and Security.
  3. If Sharing and Security is not displayed, right-click on the company file folder and select Properties, then click on the Security tab.
  • Windows 7/8 or Vista:
    • Right-click on the company file folder, then select Share, then Add the users.
  • Windows XP Home:

              a. Click on the Sharing tab.
              b. Since Microsoft® Windows XP Home does not allow you to add users, select the Allow users to change my files button.

  • For a domain or peer-to-peer:

             a. Click on the Security tab.
             b. Select  the service related to your version of QuickBooks:

  1. Verify that the Full Control checkbox is selected.
  2.  Click the OK button.

If these solutions don't resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free. You can contact an agent for additional guidance. Fees may apply. 

KB ID# SLN42179
8/21/2014 4:57:11 PM
PPRDQSSWS407 9102 Pro 2013 c635c6