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danbpc
February 12, 2021
Question

Accountants changes QBY file failed to import

Something went wrong with the magic import of accountants changes file (*.QBY)I got back from my accountant.  I would like to know if there is a work around, that allows one to see what is in this file, so I can manually enter the changes as journal entries into quick books.

    26 replies

    CharleneMaeFQuickBooks Team
    QuickBooks Team
    February 12, 2021

    I'll help you resolve this, danbpc.

     

    Did you encounter error messages when trying to import the accountant's changes? This will help me provide accurate steps to resolve this. 

     

    You can only view the changes on the file via importing it to QuickBooks. There may a need for you to send another Accountant’s Copy, and let your accountant work with it.

     

    Also, when importing an accountant's changes, the client and accountant

    should use the same version or year of QuickBooks Desktop. 

     

    To learn more about adding your accountant’s corrections to update your accounts, please check out this article: Import your Accountant's Changes.

     

    I've also added these articles to help you successfully import the file:

     

    I'll look forward to seeing your response here in the Community. I'm always here to help you out again.

    danbpcAuthor
    February 13, 2021

    The attached is the unhelpful error message.  I got this message, by launching quickbooks from clicking on the QBY file on my hard drive. So I know that it quickbooks is referencing the QBY file. 

     

    What I do not understand is why there is no way to view the contents of the file to have a work around for this situation.  The problem will cost me money I do not want to spend if I have my CPA redo her work to get this fixed by her per your suggested method of re-creating the accountants copy.  What is to say the new Accountants copy will not have the same result. 

    MichelleBh
    MichelleBh
    Level 8
    February 13, 2021

    Thanks for providing the error screenshots, @danbpc.

     

    I understand that you don't want to spend more money to recreate the Accountants' Copy in QuickBooks Desktop (QBDT). I'm here to provide troubleshooting steps and a workaround for you to resolve the QBY file.  

     

    To start let's make sure that you've selected the exact file when browsing it in your account. 

     

    Second, guarantee that the restriction box is unchecked. To check this, please follow the steps below. 

     

    1. Go to the File menu, then choose Send Company File.
    2. Select Accountant's copy, then Client Activities.
    3. Pick Remove Restrictions.
    4. Uncheck Yes, I want to remove the Accountant's Copy restrictions, then OK.

     

    For more information, visit this link: Remove the accountant's copy restriction.

     

    Once confirmed, re-import the file to verify if it's already functioning well. If the issue persists, I'd suggest letting your accountant use the Accountant’s Copy File Transfer service to send their changes through the web. You may refer to this link: Learn about the Accountant's File Transfer Service.

     

    Once done, import it again by choosing the Import Accountant’s Changes from Web. After that, review the changes and tap Close. For the complete instructions, check out this page: Import your accountant's changes into your company file in QuickBooks Desktop.

     

    Additionally, please talk to your accountant before performing the steps. This way, we can ensure that everything is good. 

     

    I've also added some articles about Accountants Copy FAQs and other related topics. 

     

     

    Feel free to leave a post below if you have other questions about this matter. I'm always here to help.

    blpelp
    February 14, 2022

    I have called and tried to chat with QuickBooks three times regarding the system not allowing the accountant changes to import and no one can seem to give an actual answer. I do not want to manually enter the changes, and I can't afford for my accountant to figure this out for me. Each time I call they let me know I should upgrade for support. This is a new product and my accountant is using the same version. I am not paying you all for something that I feel is not an error on our part. This is obviously something else. I have done all of the requested updates, changes, hub tools, etc. I do not believe this is on my end.  Please have tech look into this.

    MirriamMQuickBooks Team
    QuickBooks Team
    February 14, 2022

    Hi there, @blpelp. I want to make sure your issue get's resolved.

     

    I appreciate all the steps you've performed to fix this. Since you're still getting the same results, I recommend contacting our QuickBooks Technical Support to check this problem. They have the tools to pull up your account to deep investigate the root of the problem. 

     

    To reach them, here's how:

    1. Open QuickBooks. 
    2. Go to the Help menu at the top.
    3. Select QuickBooks Desktop Help. 
    4. Type Contact Us in the search box. Then, click on Contact Us at the bottom. 
    5. Select the way you wish to connect with support.

     

    You can also check out this link for more information to connect with them: Contact QuickBooks Desktop support. Ensure to review their support hours to know when agents are available.

     

    For additional reference, to know more about Accountants Copy, see the below articles:

     

    If there's anything else you need help with, please let me know by commenting below. I'm always here to answer any questions you may have. Take care.

    zoofari
    May 31, 2023

    I am having an issue importing journal entries from my tax accountant.

    I keep getting...

                               Import Failed. Please try again later.

    I was on the phone for over 2 hours with no resolution.

    MJoy_D
    MJoy_DQuickBooks Team
    QuickBooks Team
    May 31, 2023

    This is not the type of experience we want you to have, @zoofari.

     

    Let's fix the issue you're having with QuickBooks Desktop (QBDT) when importing your journal entries.

     

    When you get your accountant's journal entry file, download it and save it as a QBJ file. Here's a detailed instruction for importing journal entries from your accountant. 

     

    The file import error you're experiencing can be caused by data damage. You can run the Rebuild Data tool to fix minor company file data issues.

     

    Here's how:

     

    1. Go to the File menu, hover to Utilities, and click on Rebuild Data.
    2. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
    3. Let the tool repair your file. Click on OK once done.
    4. Go to the File menu. Then hover over Utilities and select Verify Data.
    5. Let the tool check your file for data issues.

     

    If the error persists, I suggest following the next solutions outlined in the following article: Fix data damage on your QuickBooks Desktop company file. It'll guide you with repairing your company file using QuickBooks File Doctor. 

     

    Here's how to resolve other errors you'll encounter when importing accountant’s changes into your company file: Fix errors and unexpected results when importing accountant's changes. 

     

    From here, you can use the Transaction Journal report to check the debits and credits for each transaction you have. 

     

    Let me know if you need more assistance importing your journal entries. I'm always glad to help in any way I can. Have a great rest of the day!

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