If you sent your accountant an Accountant's Copy, your accountant can send you an accountant's change file (.qby) with his or her changes. working with Accountant's Copy, . You can then use this file to automatically import your accountant's changes into your company file. working with Accountant's Copy, .
To do this task
Only the QuickBooks Administrator can do this task.
Open the company file from which you created the Accountant's Copy.
Go to the File menu, click Accountant's
Copy, and then click Import Accountant's Changes.
Go to the File menu, click Accountant's
Copy, click Client Activities, and then click
Import Accountant's Changes.
Locate the accountant's change file (.qby) your accountant sent you, and click Open.
Review your accountant's changes. working with Accountant's Copy, . You can use the [+] and [-] to expand or collapse each change to see the details. working with Accountant's Copy, . To see or hide details for all the changes, click Expand All or Collapse All. working with Accountant's Copy, . If any of your accountant's changes conflict with work you've done since saving the Accountant's Copy, a message displays below the change with an explanation of what to do. working with Accountant's Copy, .
(Recommended) Click Print to print a copy of your accountant's changes, or click Save As PDF to save a PDF file of your changes. working with Accountant's Copy, . This step is recommended so you have a record of your accountant's changes. working with Accountant's Copy, .
After reviewing the changes, click Incorporate Accountant's Changes. working with Accountant's Copy, . Or click Close if you choose not to import the changes. working with Accountant's Copy, .
Note: If you choose not to import the changes, you will have to remove the Accountant's Copy restrictions and enter the changes manually. working with Accountant's Copy, . Be sure to check with your accountant before you decide not to import the changes.
Click OK to close the QuickBooks windows.
Click OK to back up your company file. working with Accountant's Copy, . In the Save Backup Copy window, choose a location for your backup file and click OK. working with Accountant's Copy, . Click OK again when the backup is complete. working with Accountant's Copy, .
Review the incorporated changes in the
Incorporate Accountant's Changes window. working with Accountant's Copy, . If your accountant made changes that conflict with work you've done since saving the Accountant's Copy, the Incorporate Accountant's Changes windows displays messages that explain the conflict and what you should do. working with Accountant's Copy, . Also, this is your last opportunity to print a hardcopy of your accountant's changes. working with Accountant's Copy, .
After you've reviewed the changes, click Close. working with Accountant's Copy, .
See also