Can't Import Accountant's Changes

We'll help you import your accountant's changes, wsgrant.

The error you're getting happens when a company file is upgraded to a newer version of QuickBooks. During the transfer, did you upgrade your company file?

We'll be using the old backup, so you can import your accountant's changes. Please open this article: Resolve errors and unexpected results when importing accountant's changes. Then, you'll want to follow the instructions in this section: Error: You are attempting to import data from a different Accountant's Copy than the one that was last created for this Company Data file.

Please feel free to share some news after you follow the steps in the article.

I am trying to upload Accountant's Changes to my QuickBooks Desktop Pro 2020.  It says at the top of my screen that there are changes pending but when I go to import them from the web, it tells me a file for that company has not been found.  How do I import changes that QuickBooks says doesn't exist?

Thanks for joining us here, @DSPEinVA.

When you're having a hard time importing your Accountant's Changes, this may be caused by any of the following reasons:

• You are importing the changes to the wrong company file.
• The Accountant's Copy restriction was removed.
• The file with pending Accountant's Changes was upgraded to a new version or edition of QuickBooks Desktop.

If the Accountant's Copy restriction has been removed or the company file was upgraded to a newer version, you can follow the steps below to fix this.

1. Open the previous version of QuickBooks Desktop. If this version is no longer installed, reinstall the program in another directory to prevent it from overriding your new version.
2. Restore the backup file made before upgrading the file. Make sure that the backup still has the Accountant's Copy restriction. Note: "Accountant's Changes Pending" on the program's header is a sign that the company file still has the restriction.
3. Import the Accountant's Changes.
4. Ensure that everything is imported.
5. Upgrade your company file.

Also, you can check out these articles to learn more about this feature and how to resolve various unexpected errors:

• Remove the accountant's copy restriction
• Convert an accountant's copy to a regular company file
• Resolve error when creating or working on an accountant's copy

Don't hesitate to get back to us if you have other questions. I'll be around to help.

Thank you for the response.  I am unable to follow to steps provided, which is why I reached out to begin with.  I am not able to import any changes from the CPA, even though it tells me there are pending changes and an e-mail (with no attachment or file) saying that there are changes that need to be imported.  I do not know how to proceed.

That's okay, DSPEinVA.

There are some steps that we're not comfortable doing or we're unable to do. Cases like this, I'd suggest reaching out to our customer care support. This way, an agent can better guide you with the steps. Here's how:

1. Click Help.
2. Go to QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter "Unable to import accountant changes" in the description field, then click Continue.
5. Select either Start messaging or Get a callback.

You can also check the articles provided by CharleneMae_F for future reference.

Drop by anytime if you have other concerns. We're just right here to help you. Keep safe! 

From the instructions that are posted, it looks like this would only work IF the client has not entered in any data to the company file after upgrading their software.  Am I correct?

Let me clarify things on you, gsa11. 

During the data transfer, we prevent the user from upgrading their software to prevent error. We recommend doing the backup in case data damage occurs.  

You can follow my colleague CharleneMae_F steps above if one of the scenarios happens on your end. 

If you need further assistance with the steps above, you can reach out to our customer support team. This way, they can pull up your account and help you with the process. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST.

Additionally, you can refer to CharleneMae_F articles above to help you resolved unexpected behavior. 

Feel free to touch base with us if there's any help you need. As always, we're always right here to address you if you have any questions. Have a great day ahead!

I had to turn off the accountant restriction to add a fixed asset (weird).

QB will not import accountant changes because the restriction is off (also weird).

Please advise.

Welcome to the thread, @lahatte.

If you've removed the Accountant's Copy restriction, you're unable to import the Accountant's changes. 

To resolve this, here's what you'll need to do:

1. Ope the correct company file.
2. Save the files locally.
3. Send the Accountant's copy using a different method.
4. Perform basic data damage troubleshooting.
5. Try using Accountant's Copy in a Test File.

For a more detailed guide on each step, see this article: Resolve errors and unexpected results when importing accountant's changes.

Adding you also a resource to learn more about Accountant's Copy workflows and general information: Use the Accountant's Copy.

Please feel free to reach out to us here with all of your questions and concerns, I'm determined to ensure your success. Thanks for coming to the Community, best wishes.

Hi.. Thanks for the info, however my problem is that the options to import the accountant's copy are grayed out. I cannot import from a file, grayed out.

Please advise.

Thanks.

Thank you for getting back to us, @lahatte.

Allow me to provide additional information about importing the Accountant's Changes in QuickBooks Desktop.

Removing the Accountant's Copy restriction can also grayed out the Import Accountant's Changes option. You can consider following the resolution shared by my colleague MirriamM above to import accountant's changes successfully. Or check out this link and go to the Unable to import Accountant's Changes section for the detailed steps on each solution.

In the near future, you might also want to use an accountant’s copy as a working file in QuickBooks Desktop. Here's an article you can read for detailed information: Use an Accountant's Copy working file.

Should you need any assistance getting your accountant's copy up and running, I'm available here to help any time!

Did you ever reach a solution for this? I am dealing with this now.