An Accountant's Copy is a version of your company file your accountant can use to make changes while you continue to work. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, . When your accountant is done, you can them import his or her changes into your company file. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, . Create an Accountant's Copy file and deliver it to your accountant (e-mail, CD, or other method). working with Accountant's Copy, Accountant's Copy, dividing date, client activities, . Before you begin, coordinate with your accountant on a dividing
date. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, . This date defines the fiscal period your accountant will work on.
You can also create and send an Accountant's Copy in one step using the Accountant's Copy File Transfer, an Intuit Web service. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, .
Note: If you are using Velocity Inventory to manage inventory in the Enterprise edition of QuickBooks, you cannot create an Accountant's Copy. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, .
To do this task
Go to the File menu, click Accountant's
Copy, and then click Save File.
Go to the File menu, click Accountant's
Copy, click Client Activities, and then click Save File.
Confirm you want to create an Accountant's Copy and click Next.
Choose a dividing
date. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, .
Click Next. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, .
(Optional) Change the suggested location for the file and the filename that QuickBooks suggests for the accountant's
copy. working with Accountant's Copy, Accountant's Copy, dividing date, client activities, . The file must have a .qbx extension.
Click Save.
Give the Accountant's Copy transfer file (.qbx) to your accountant and continue work.
After saving the Accountant's copy, QuickBooks displays "Accountant's Changes
Pending" in the title bar.
See also