Learn how to use the Accountant's Copy and know more about its limitations in QuickBooks Desktop.
Creating an Accountant's Copy is the way to go if you need your accountant to review your books and continue working on your company file at the same time. And with the Accountant's Copy file transfer feature, the file is saved in Intuit server, where you can start secured data exchange with your accountant.
Note: If you need to void Accountant's Copy, remove the accountant's copy restriction.
Accountant's Copy workflow
There are two workflows you can follow:
- Accountant's Copy manual workflow - If accountant uses QuickBooks Accountant Edition but not an active ProAdvisor.You and your accountant can exchange Accountant's Copy file on a USB, attach it on email, or share it through cloud service like Box. You can send back the updated version in the same way. Check out on how to create an Accountant's Copy for specific details.
- Accountant's Copy file transfer (ACFT) workflow -If accountant has an active ProAdvisor membership.The ACFT feature lets you and your accountant exchange Accountant's Copy files through Intuit's secure server. Check out on how the accountant's file transfer works to learn more.
Here's how Accountant's Copy with file transfer feature works:
Step 1: For Client
- Create Accountant's Copy to send to accountant.
- You can continue to work on current items in the working file (.QBW).
Here, QuickBooks Desktop saves the Accountant's Copy as an export file (.QBX) to the Intuit server, which triggers the system to send an email with a download link to the accountant.
Step 2: For Accountant
- Access and open the file to create working file (.QBA).
- Save your changes and corrections, creating an import file (.QBY), which is saved to the Intuit server.
The client can now open this import file to apply the accountant's changes to the company file.
Accountant's Copy limitations
Here's what you can and can't do in Accountant's Copy.
The Essential Accountant's Copy Guide
This article is part of a series about Accountant's Copy in QuickBooks. To learn more about this feature, check the following articles: