When creating an Accountant's Copy, your client chooses a dividing date to determine the fiscal period you will work on. . You work on transactions dated on or before the dividing date while your client continues to work on transactions after the dividing date. . You can view transactions dated after the dividing date, but not change them. . However, you can add new transactions dated after the dividing date. .
It's a good idea to consult with your client on choosing a dividing date. . Generally, a good choice
is a couple of weeks after the last day of the fiscal period, such as the end of the year or the end of a quarter, which would allow you to move transactions between periods. .
When creating an Accountant's Copy, you must choose a dividing date to determine the fiscal period your accountant will work on. . Your accountant works on transactions dated on or before the dividing date while you continue to work on transactions after the dividing date. . You can view transactions dated on or before the dividing date, but not change them. .
It's a good idea to consult with your accountant when choosing a dividing date. . Generally, a good choice
is a couple of weeks after the last day of the fiscal period, such as the end of the year or the end of a quarter, which would allow your accountant to move transactions between periods. .
QuickBooks provides several pre-defined dates you can use to choose your dividing date: End of Last Month, 2 Weeks Ago, 4 Weeks Ago, and Custom. . Click Custom to choose a specific date, such as 01/15/08. .
See also