Accountants'icle discuss the errors while creating an Accoutant's Change file (.qby). If you need to see the regular workflow of this feature, please see Accountant’s Copy 101 and QuickBooks Accountant's copy and QuickBooks Mac if you are using QuickBooks for Mac.
Some of the troubleshooting steps described in this article requires you to remove the accountant's copy restriction which is IRREVERSIBLE and will make the current accountant's copy impossible to be imported to the client's file. Make sure to consult your accountant and create a backup copy of your file before you do any of the steps bellow.
This article covers the following errors.
For scenarios and errors with multiple solutions, perform the recommendations in the order shown for best results.
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
Scenario: When the company file is located on a shared network folder, DB Unload error (Portfile:DBUnload has failed) may occur when attempting to save or send an Accountant's Copy transfer file (.qbx file extension)
Possible reason: This occurs because user permissions are not transferring correctly to the temporary folder created by QuickBooks Accountant's Copy file.
Make sure that you have the latest update of your QuickBooks Desktop.
Scenario: The export process fails when attempting to export client changes from the Accountant's Copy
Possible reason: A default asterisk ( * ) might have been left in the file name.
Scenario: When you view or try to export Accountant’s Changes for your client, QuickBooks Desktop shows entries from previous Accountant’s Copy.
Possible reason: In the past, the accountant exported changes for a client. The client attempted to import these changes, but the import failed. The accountant then converted the Accountant's Copy into a regular working company file (.qbw) so that the changes could be reentered and then exported to the client for import again. However, after exporting from the company file that was created from the Accountant's Copy, the changes in the previous Accountant's Company are still present.
Perform basic data damage troubleshooting.
Scenario: You are trying to export the Accountant’s Changes but the View/Export changes option is grayed out or the QuickBooks program shows that there are no available changes to export although changes have been made in the Accountant's Copy (.QBA) file.
Possible reason: Your company file is damaged while converting an Accountant’s Transfer File (.qbx) to an Accountant’s Copy working file (.qba) or it may have pre-existing damage.
Run verify utility to find data damage.
Scenario: When exporting changes for your client, the Accountant's Changes review screen is completely blank.
Possible reason: This issue can be caused by broken XML code that tracks the Accountant's Changes and reports those changes in the view/export changes screen. If the code is broken the changes will not show, however the transactional changes are still properly recorded in the company file database. Editing these transactions can force them to rewrite the broken code and get the transactions to show again so they can be properly exported. Follow these steps to run a report that will show all transactional changes.
Repair QuickBooks Desktop.
Intuit QuickBooks Accoutant's Copy Support Articles