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Convert an Accountant's Copy to a regular company file

If working with an Accountant's Copy won't accommodate your situation, you can convert an Accountant's Copy to a regular company file. Before you do this, consider the following:

  • Your client won't be able to automatically import your changes. He or she must enter your changes manually.

  • If you want your client's copy of the company file to be the main version, be sure your client removes the Accountant's Copy restrictions in his or her version of the company file.

  • If you send your client your version of the company file, it will overwrite your client's version. Be sure to coordinate with your client on which of you has the main copy of the company file.

  • If your client is using an earlier version of QuickBooks, he or she won't be able to open this version of the company file.

Note: If you want to convert an Accountant's Copy transfer file (.qbx) to a company file (.qbw), close the current company file. Without an open Accountant's Copy file, you can select either an Accountant's Copy file (.qba) or Accountant's Copy (.qbx) transfer file to be converted to a company file.

To do this task

  1. Choose File > Accountant's Copy > Convert Accountant's Copy to Company File/QBW.

  2. If you don't have an Accountant's Copy open, select the Accountant's Copy file (.qba) or Accountant's Copy transfer file (.qbx) you want to convert.

  3. In the Name QuickBooks File window, enter the filename and location for the company file you are creating. The filename must have a .qbw extension.

  4. Click Save.

  5. Ask your client to remove the Accountant's Copy restrictions .

KB ID# H_CONVERT_ACCT_COPY
12/5/2016 12:39:28 PM
QYPPRDQBKSWS03 9138 Pro 2017 edcbd9