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Level 1

Can't Import Accountant's Changes

I am using QB Pro Desktop 2018.  I recently sent over an accountant's copy to the CPA for end of year and tax prep.  She has sent me the updated changes but when I try to import them into the file, I get the error message that I have the wrong company file loaded or I have removed the restrictions from the file already being used.  

 

The file I am using shows that the "accountant's changes pending" at the top.  I have the only file/company loaded that I use.  

 

The only thing that I not clear on is that I did move the QB to a new computer at some point during all of this, but I am not sure if I sent the file before or after.  

 

I need to import these changes but am at a loss and the QB support is not much help.  

7 Comments
QuickBooks Team

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.

Level 1

Can't Import Accountant's Changes

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?

QuickBooks Team

Can't Import Accountant's Changes

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:

 

 

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

Level 1

Can't Import Accountant's Changes

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.

QuickBooks Team

Can't Import Accountant's Changes

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! 

Level 1

Can't Import Accountant's Changes

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?

QuickBooks Team

Can't Import Accountant's Changes

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!

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