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Tooldoc
Level 1

Upgrade version while on Accounts copy

I am currently running QB Pro Desktop 2015 and have purchased QB Pro Desktop 2020 to upgrade.  My accountant still has the "accountant's copy" for previous tax year.  Can I upgrade to 2020 before I get that copy back or should I wait?

2 Comments 2
JamesM
QuickBooks Team

Upgrade version while on Accounts copy

Hi Tooldoc,

 

Congrats on purchasing QuickBooks Desktop 2020. I'd be happy to share info about upgrading and using the accountant's copy. 

 

You can still work on the Accountant's Copy using a different version as long as the gap between the versions is just one year, and the accountant has a more recent version. It's completely up to you to upgrade first but I recommend checking out this article here

 

In case you have other questions, feel free to contact our support team using this link here. Otherwise, leave a comment below and I'll make sure to get back to you. 

Fiat Lux - ASIA
Level 15

Upgrade version while on Accounts copy

@Tooldoc 

You should wait for upgrading your version. Then you have to tell your accountant about this plan. Your accountant has to own QBD Accountant 2020 or 2021 to serve you later.

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