How do I create an accountant copy when it just says fail with no explanation?

MJoy_D · ‎October 23, 2020

I can share additional information in creating an accountant's copy, @silvianjim.

If you use Central Server, you'll install the QuickBooks Database Manager on a central server and simply install your QuickBooks on each workstation.

However, if you're using Remote Desktop Services, QuickBooks must be installed on a central server that stores the company file. You no longer need to install it on workstations.

You can check this article for more information: Install QuickBooks Database Server Manager.

If you still encounter any errors when trying to make an Accountant’s Copy in QuickBooks Desktop, then I suggest reaching out to our Customer Support. They have tools like screen-sharing that can guide you in creating a copy successfully.

You can follow the steps below on how to reach them:

From your QuickBooks Desktop account, click the Help menu at the top.
Click the QuickBooks Desktop help
Provide some information about this concern on the search box.
Click the Contact Us link at the bottom of the window.
You'll now be provided a few support options.
Select Get a call to arrange a callback from a support agent. Or Start a chat to chat with them directly.

Here's the contact the QuickBooks Desktop Customer Support Team article for more information about this

I'm always here if you still have questions in creating an accountant's copy. Let me know in the Reply section below. Have a wonderful day!

mbreeze · ‎March 17, 2021

This was spot on. Just run it and save it from the server where it lives. Copy from there.

J0bc0ncrete · ‎February 23, 2022

did you get a notice about payroll isn't completed when you couldn't create an accountants copy?

Turn off tips · ‎March 27, 2022

We used to have a work around for making our Accountants Copy (accessing the company files directly from the shared central server drive). That doesn't work any longer since we upgraded to QBES2022.

We've called support and that was a disaster. Uninstalled, reinstalled - had to uninstall and reinstall it again. All we got from Intuit was another ticket number for our IT people to call so they could escalate it again. It's tax season, we can't afford to be down for hours and hours while we're trying to close all of our company files.

We never had a problem making accountants copies, or sending them prior to the upgrade. Intuit keeps releasing bug fixes, but so far they have no addressed this issue. I know one thing, we will never upgrade in January again, if we get this working this year. Our licenses renew every January, but we can't handle the glitches every time we upgrade - we postponed it in 2021 and ended up skipping that upgrade and going right from 2020 to 2022 because Intuit said we couldn't delay it and still have support and backup services.

MCSCAlice · ‎February 17, 2023

I keep getting ! Failed I have tried everything suggested. Checked for updates - all current. Tried the local backup and still same message. Where do I go now?

SirielJeaB · ‎February 17, 2023

Thank you, @MCSCAlice, for expressing your sentiments in our Community thread. I understand the significance of making an Accountant's copy in QuickBooks Desktop (QBDT) without experiencing challenges.

I appreciate the troubleshooting efforts you did, MCSCAlice. Usually, the error should resolve if you update the QBDT product to the latest release. The outcome isn't what we anticipated because we received reports about the unrecoverable error while entering or editing transactions into an Accountant's copy file. Our engineers are working diligently to fix it.

I recommend contacting our QuickBooks Desktop Live Support so that they will include your account on the list of affected users. Please follow the steps provided to Contact Support:

Go to Help, then select QuickBooks Desktop Help/Contact Us.
Select Contact Us.
Describe your issue, then click Continue.
Sign in to your Intuit account.
Hit Continue, then Continue with my account.
We will email you a single-use code. Enter your code and select Continue.
Select to chat with us or Have us call you.

Once everything's good, you may read more about managing your Accountant's copy in QuickBooks Desktop by browsing these articles:

Get back to us if there is anything you need with managing your Accountant's copy or any QuickBooks-related concerns. Our priority is to assist you at any time. Have a nice day!

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