While your accountant is working with the Accountant's Copy, you can continue to work in the current period (after the dividing
date). working with Accountant's Copy, . To prevent your work from conflicting with your accountant's work, there are limitations to what you can do after creating an Accountant's Copy. working with Accountant's Copy, .
Transactions. You can work only on transactions dated after the dividing date.
Accounts. You can add a new account, but you cannot add a new subaccount to an existing account. working with Accountant's Copy, . Also you cannot edit, merge, or inactivate an exiting account. working with Accountant's Copy, . You can edit or inactivate new accounts you created while your accountant has the Accountant's Copy.
Lists (other than Chart of Accounts). You can edit, inactivate, and sort list items. working with Accountant's Copy, . You cannot delete or merge list items. working with Accountant's Copy, .
Reconciling. You can reconcile your accounts while your accountant has an Accountant's Copy. working with Accountant's Copy, . All reconciliations that include transactions in the current period (after the dividing date) are saved and will not be undone. working with Accountant's Copy, . But to prevent conflicts with your accountant's changes, reconciliations that include transactions dated on or before the dividing date will be undone when you import your accountant's changes. working with Accountant's Copy, . Also, if your accountant has reconciled or undone a reconciliation for any period, any reconciliation you have done will be undone when you import your accountant's changes. working with Accountant's Copy, .
See also