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Join nowI upgraded before my accountant sent back his edited accountant's copy and now it won't update the changes. How can I get the changes into Quickbooks?
Hello, RedGymInc.
I'd like to lay down a couple of solutions to help you import the accountant's changes to your company file.
Normally, we would be able to import and use the Accountant's changes if the accountant's version, and your copy are compatible and there's only a one-year gap.
Since you're unable to import the changes, I take it that your current upgraded version is beyond the one-year gap. We wouldn't be able to import or update the changes in this case.
So, we have a couple of options to ensure that the accountant's changes are imported to your company file.
The first option is to simply create a new Accountant's Copy for the upgraded version. Then, have the accountant work on the new copy again.
The second option is to use the previous QuickBooks Desktop version and restore a backup copy (before the upgrade) of the company file. Then, import the current changes to the restored backup file.
Afterwards, we can upgrade the company file (with all the accountant's changes imported) to the new QuickBooks Desktop version.
More details about using the Accountant's copy can be found here: Use the Accountant's Copy.
If you'd like to verify and check your data after importing the accountant's changes (or check for your financial standing in the future), check out this article for a guide in running reports: Understand reports.
Let me know if you have more questions about managing your data or using the Accountant's copy. If you have some concerns about your entries, feel free to add the details to your reply. I'm here to help.
Ask your accountant to send the backup file (QBB) instead to restore on your new version.
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