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Accountant’s Copy overview in QuickBooks Desktop for Windows

The Accountant's Copy feature allows accountants and their clients to work on the client’s company file at the same time. When the accountant is finished working with the accountant’s copy, the client will import the accountant’s changes into their company file. Review this article to maximize the functionality of this feature and prevent any situation that will cause you to lose important data and time consuming work.

This article will cover FAQs and common workflow of accountant’s copy. See QuickBooks Accountant's Copy and QuickBooks Mac if you are using QuickBooks for Mac.

Alert

 

IMPORTANT NOTICE
In order to use the Accountant's Copy File Transfer (ACFT) service, your version of QuickBooks Desktop must be on the following release (or later):
  • Quickbooks 2016/Enterprise 16, the release should show R5_55.  Anything less than R5 or anything less than _55 will not allow the use of the ACFT service.
  • Quickbooks 2015/Enterprise 15, the release should show R9_66.  Anything less than R9 or anything less than _66 will not allow the use of the ACFT service.
  • Quickbooks 2014/Enterprise 14, the release should show R11_40.  Anything less than R11 or anything less than _40 will not allow the use of the ACFT service.

To check your release, open QuickBooks and hit the F2 key (or Hold Ctrl + 1).

For instructions on updating your QuickBooks release, see Update your installation of QuickBooks Desktop to the latest release

 

Detailed information
How does it work
Other resources

 

Intuit QuickBooks Accountant's Copy Support Articles

 

Accountants sales & support resources

For members of the ProAdvisor program, contact your dedicated support via phone or chat.


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KB ID# HOW13349
12/10/2016 2:44:03 AM
PPRDQSSWS407 9138 Pro 2017 be1e72