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Import your accountant's changes

If you sent your accountant an Accountant's Copy, your accountant can send you an accountant's change file (.qby) with his or her changes. You can then use this file to automatically import your accountant's changes into your company file.

Note: Only the QuickBooks Administrator can do this task.

Import accountant's changes from the web

Your accountant can send you an Accountant's Changes file through the Web. If you receive an email that says your accountant has sent changes for you to import, you have 30 days to download the changes. To download these changes directly:

  1. Open the company file from which you created the Accountant's Copy.

  2. Choose File > Accountant's Copy > Import Accountant's Changes from Web.

After the Accountant's Changes file downloads, the change listing opens.

 

Import accountant's changes from a file

There are two ways to import accountant's changes from a file. QuickBooks must be running to use the first method.

  1. Open the company file from which you created the Accountant's Copy.

  2. Choose File > Accountant's Copy > Import Accountant's Changes from File.

  3. Locate the accountant's changes file (.qby), and click Open.

 

The second method opens both the accountant's change file and QuickBooks. It doesn't matter if QuickBooks is open or closed when you use this method.

To use this method, double-click the .qby file.

  • If QuickBooks is open, the company file that matches the accountant's change file must be open.
  • If QuickBooks is closed, the last company file opened must be the one that matches the accountant's change file.

 

After you have opened the accountant's change file using either method, continue with the following seven steps.

  1. Review your accountant's changes. You can use the [+] and [-] to expand or collapse each change to see the details. To see or hide details for all the changes, click Expand All or Collapse All. If any of your accountant's changes conflict with work you've done since saving the Accountant's Copy, a message displays below the change with an explanation of what to do.

  2. (Recommended) Click Print to print a copy of your accountant's changes, or click Save As PDF to save a PDF file of your changes. This step is recommended so you have a record of your accountant's changes.

  3. After reviewing the changes, click Incorporate Accountant's Changes. Or click Close if you choose not to import the changes.

    Note: If you choose not to import the changes, you will have to remove the Accountant's Copy restrictions and enter the changes manually. Be sure to check with your accountant before you decide not to import the changes.

  4. Click OK to close the QuickBooks windows.

  5. Click OK to back up your company file. In the Save Backup Copy window, choose a location for your backup file and click OK. Click OK again when the backup is complete.

  6. Review the incorporated changes in the Incorporate Accountant's Changes window. If your accountant made changes that conflict with work you've done since saving the Accountant's Copy, the Incorporate Accountant's Changes windows displays messages that explain the conflict and what you should do. Also, this is your last opportunity to print a hardcopy of your accountant's changes.

  7. After you've reviewed the changes, click Close.

See also

KB ID# H_V_ACCT_REVIEW_COPY_MERGE_CHANGES
11/23/2014 9:02:45 AM
QYPPRDQBKSWS06 9102 Pro 2013 a6bcc0