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Convert the Accountant's Copy transfer file

For accountants only

When your client has created an Accountant's Copy and given it to you, you'll need to convert the transfer file (.qbx) to an accountant's working file (.qba).

To do this task

  1. Choose File > Accountant's Copy > Open & Convert Transfer File.

  2. Review the overview of the Accountant's Copy process and click Next.

  3. Review the Accountant's Copy capabilities and restrictions and click Next to continue using the Accountant's Copy.

    Note: To stop using Accountant's Copy, you can convert to a regular company file. You will lose the capability to work on the file at the same time as your client.

  4. In the Open Accountant's Copy Transfer File window, navigate to the file and click Open.

  5. Click OK in the informational message.

  6. In the Save as Accountant's Copy window, choose a location, name the file, and click Save.

    The Working window appears until the conversion is complete.

  7. Make a note of the dividing date, as it determines which transactions you can edit. Click OK.

When the conversion finishes, QuickBooks opens your client's file, and you can begin making changes. "Accountant's Copy" appears after the name of the company in the QuickBooks title bar until you import your accountant's changes or remove the Accountant's Copy restrictions.

See also

10/19/2017 10:52:57 AM
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