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userthistlerockco
Level 1

A client has given me their backup stick for their books. They use DeskTop 2017, what is the best way to quickly get the file opened so I can work on it.

 
3 Comments 3
LeithG
Level 7

A client has given me their backup stick for their books. They use DeskTop 2017, what is the best way to quickly get the file opened so I can work on it.

LauraAB
QuickBooks Team

A client has given me their backup stick for their books. They use DeskTop 2017, what is the best way to quickly get the file opened so I can work on it.

Hello userthistlerockco,

 

It's awesome to hear that you're helping your clients with their QuickBooks Desktop company files. There are a number of ways to go about this, so I want to make sure you have the answer tailored for your situation. I'll go over some of the options here.

 

Whether your client has given you a backup of their file, the actual company file, or an accountant's copy, the first step is going to be moving it from the stick to your local drive. Trying to open the file from the stick can cause problems and the easiest way around that is to move the file to your workstation.

 

Once you've got that done, next you'll want to determine which kind of file the client sent. If they sent you a backup, for instance, there are some different options than if they had sent you an accountant's copy.

 

If they've sent you just a backup (.qbb), you'll want to make sure you're using the exact same version of the program that they are—Desktop 2017—to ensure that they'll be able to use it again when you send it back. If you open the file in a version newer than the 2017, that will upgrade the file and the 2017 edition won't be able to read it any longer. This is also true if they've simply sent over their company file (.qbw).

 

When it comes to an accountant's copy, there's a little bit of wiggle room. In this case, you should be able to open the file in your accountant edition that's one year newer (so 2018) and be okay when you return the file to the client. This article explains it in more detail: Use the Accountant's Copy

 

In the event you don't have the 2017 edition to work on your client's file, I recommend connecting with them to determine the best course of action for the pair of you. For instance, maybe your client will be interested in upgrading. If not, you can check retailers to see if they have any Canadian 2017 editions available for you to purchase.

 

Here are some important details to keep in mind about the 2017 and older editions: QuickBooks Desktop service discontinuation policy and upgrade information

 

If you'd like to discuss these options in more detail, I recommend connecting with our support teams, especially if you're a ProAdvisor as the team member will be able to help you make the most of your subscription. The Intuit QuickBooks Desktop software support policies article has contact options and details, so you can start there. Should you choose to reach out by phone, dial 1-833-317-2226.

 

I hope that helps!

Fiat Lux - ASIA
Level 15

A client has given me their backup stick for their books. They use DeskTop 2017, what is the best way to quickly get the file opened so I can work on it.

@userthistlerockco 

It depends on your goal. If you just need to open the file, you may utilize the trial license of QB Desktop 2020 or 2021. Keep in mind, once you restore and open the file, you don't need to send the converted file back to your client. 

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