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gremoo
Level 2

Accountant's copy in pdf

I sent an accountant's copy to my accountant and she says she cannot open qbx files. Is there a way I can send her a pdf of this?

2 Comments 2
Fiat Lux - ASIA
Level 15

Accountant's copy in pdf

I noticed you were posting the same question in US Community. Are you and your accountant using the same country version?

Angelyn_T
Moderator

Accountant's copy in pdf

Hi there, @gremoo. Allow me to share with you some information about opening qbx files.

 

Printing the accountant's copy or saving it as a PDF to send the file to your accountant is currently unavailable. For now, you can email an accountant's copy by attaching it. You can also share it using a USD drive, through a cloud-sharing service. You can learn more about the process from this article: Create an Accountant's Copy of your company file in QuickBooks Desktop.

 

Usually, qbx files can only be open using an accountant version of QuickBooks. Please ensure that your accountant uses the QuickBooks Desktop (QBDT) Accountant version to open the file successfully. 

 

If the error continues after opening the file using QBDT Accountant, you can try preparing the file again to isolate the issue. Before that, perform these steps to fix common issues within your file:

 

  1. Verify and Rebuild Data in QuickBooks Desktop. The process self-identifies and self-resolves the most commonly known data issues within your company file.
  2. Update QuickBooks Desktop to the latest release. This way, you can keep your software up-to-date so you always have the latest features and fixes.

 

If the accountant still can't open the file, can you share the specific error message she's getting? This way, I can gather enough information and look into the message further.

 

In case you need help with extracting accountant's changes in the future, you may also review the details from this link as your guide: Export accountant's changes.

 

Please let me know if you have any other questions about the accountant's file. I'll be right here to provide additional assistance. Wishing you a good one!

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