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Intuit

Create an accountant's copy to send to your accountant

You can send an Accountant's Copy (.QBX) by saving the file locally or using the Accountant's Copy File Transfer (ACFT) service. It is important that your accountant receives this file on time to ensure all changes or corrections are made on your company file.

This article is part of a series about Accountant's Copy in QuickBooks Desktop. To know more about other Accountant's Copy workflows and general information, see Accountant's copy overview.

Important:
  • Advanced Inventory (AI) must be turned off in order to create an Accountant's Copy in QuickBooks Enterprise.
  • If you are using Accountant's Copy File Transfer (ACFT) service, your accountant has two weeks to download the Accountant's Copy you uploaded.
  • If your accountant asked you to recreate your Accountant's Copy, you have to remove the accountant's copy restriction and recreate the file. Take note that once the restriction has been removed, you can no longer import the Accountant's Changes from the previous Accountant's Copy you created.
  • The QuickBooks title bar will show "Accountant's Changes Pending" next to the company's file name until you import the Accountant's Changes or until you remove the restriction.

To create an Accountant's Copy (.QBX)

  1. Go to the File menu, then select Send Company File.
  2. Select Accountant's Copy > Client Activities.
  3. If you want to save the file locally:
    1. Select Save File.
    2. Choose the appropriate location you want to save the file.

    If you want to send the file using Accountant's Copy File Transfer (ACFT) service:

    1. Select Send to Accountant, then Next.
    2. Enter the dividing date, then Next.
    3. Enter your accountant's email address, your name, and your email address.
    4. Create and reenter a file transfer password for security. If needed, you can also include a note to your accountant.
    5. Select Send. QuickBooks will then close all windows.