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Accountant's Copy overview for accountants

For accountants only

An Accountant's Copy is designed for you to do end-of-the-year work on your client's books. It's a version of your client's company file you can use to make changes while your client continues to work in the company file. When you're done, you send your client an Accountant's Copy change file that your client uses to automatically import your changes.

What you should know about Accountant's Copy

  • When your client creates an Accountant's Copy, he or she sets a dividing date. Your client works with transactions dated after the dividing date, and you work with transactions dated on or before the dividing date. You can create new transactions regardless of the dividing date.

  • Because it is designed for end-of-the-year work, you may not be able to do everything in an Accountant's Copy you would do in a copy of the company file. Likewise, your client may be restricted from certain tasks. Find out what you can do in an Accountant's Copy. Also, find out what your client can do while you are using an Accountant's Copy.

  • If you find using an Accountant's Copy isn't suitable for you and your client, you can convert an Accountant's Copy to a regular company file. Your client will have to remove the Accountant's Copy restrictions on his or her company file and manually enter your changes. Be sure you understand the process of converting an Accountant's Copy and coordinate with your client on which of you has the main copy of the company file.

How it works

  1. Your client creates an Accountant's Copy and sends it to you. In addition to your client's current way of giving you files (email, flash drive, FTP), he or she can also send you the file using Accountant's Copy File Transfer, an Intuit Web service. You will receive an email with a link to download the file.

  2. If your client sends you the file with the Intuit Web service, you can't receive the file if your browser is set to block downloads of encrypted files. In Internet Explorer, select Internet Options from the Tools menu. Go to the Advanced tab and scroll down. Ensure that "Do not save encrypted pages to disk" is not checked.

  3. Your client continues working on transactions dated after the dividing date. You work on transactions on or before the dividing date. You can create new transactions regardless of the dividing date.

  4. When your work is complete, save your changes to an Accountant's Copy change file (.qby) and send it to your client.

  5. Your client reviews and imports the changes into his or her company file.

See also

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