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Level 1

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

 
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Moderator

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

Let’s get this fixed for you, kimalbertson.

I'd like to test out a few troubleshooting steps to resolve the issue. 

We can start by making sure you have the latest release version of QuickBooks. 

Next, try checking your company filename for special characters. Ensure there are no commas in the file name or company name.

If the problem continues, you can check out this article for additional troubleshooting steps: Sending Accountants Copy

Please give those steps a try and see how it goes. I'm still here whenever you need help.

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Level 1

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

I had to take a copy of the file from our server and save it locally. After opening the local copy I was able to create the accountant's copy. I then deleted the local copy. Not ideal but it worked.
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QuickBooks Team

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

Hello there, @FarmhouseNetworking.

 

I'm glad you were able to get an accountant copy out of the local file. Other customers who might have the same problem can easily follow the steps you've given.

 

If you have any questions about QuickBooks, please let us know. The Community is here to help. Thanks for dropping by and take care!

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Level 1

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

One common issue.. Make sure the servers "QB User" Service account (QBDataServiceUserXX) has access to the server's shared folder, where your QBW file lives. 

 

You can also see this path access "error 4" on the PC, where you are exporting the accountants copy from, in Windows event logs... if you have this issue.  

 

 

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Level 1

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

How do you make a local copy?

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Moderator

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

Thanks for joining this thread, kittyxs4.

 

Creating a locaI copy of your company file is easy in QuickBooks Desktop. If this is what you mean, I can help you create it.

 

Below are the instructions on how you can create a backup copy of your QuickBooks Desktop company file:

  1. From your QuickBooks, select File.
  2. Click Switch to Single-user Mode.
  3. From the File menu, select Backup Company, and select Create Local Backup.
  4. In the Create Backup dialog, select Local Backup.
  5. Select Options to open the Backup Options dialog.
  6. In the Tell us where to save your backup copies field, select Browse and select the location in which to save the backup copy.
  7. In the Online and Local Backup section, optionally select the Remind me to back up when I close my company file option to set a frequency for backup reminders.
  8. Select one of the verification options to verify the data you save and alert you to any data corruption.
  9. Click Ok.
  10. In the Create Backup window, specify whether to back up automatically, and select Options to set options for automatic backups.
  11. Select Finish.

I've got this article that will serve as your complete guide on how to create a backup of your company file in QuickBooks Desktop.

 

For future reference, let me share this link: Use the Accountant's Copy.

 

Please get back to me if you have other questions and I'll be here to help. Have a good one.

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Level 1

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

I followed all these steps, now how do I create the accountant's file? That's great, I have a local back up, but still no Accountant file.

 

Highlighted
QuickBooks Team

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

Good to know that you're able to create a backup file, SunlightElec.

 

I'll now provide the steps on how to create the accountant's copy. Here's how: 

 

 

  1. Go to the File menu, then select Send Company File.
  2. Select Accountant's Copy, then click Client Activities.
  3. Click Save File if you want to save it locally. Select Send to Accountant if you want to send the file using Accountant's Copy File Transfer (ACFT) service.
  4. Select Accountant's Copy if you choose to save it locally. Then, enter the dividing date, then click Next.
  5. Enter your accountant's email address, your name, and your email address if you've selected the second option (ACFT).
  6. Create and reenter a file transfer password for security. If needed, you can also include a note to your accountant.
  7. Select Send. QuickBooks will then close all windows.

Let me also share these articles so you can get additional info: 

 

I'd be happy to get back here if you have other or follow-up questions.

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Level 1

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

If you make a local copy of Quickbooks data file and create an accountant's copy from it, how do you integrate the accountant's changes into original data file on server when no cut off date was recorded by that data file. This solution sounds like a recipe for disaster to me.

 

Jim Toner

[email address removed]

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Moderator

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

You have two options to integrate the accountant's changes, silvianjim.

  • the accountant can send an Accountant Changes file that can be save on a hard drive
  • use the Accountant’s Copy File Transfer service to send their changes through the web.

Here's how you can import the changes:

  1. Back up your company file to have a save point.
  2. Click the File menu and then select Send Company File.
  3. Select Accountant's Copy and then Client Activities.
  4. If your accountant sent you their changes in an Accountant’s Changes file, select Import Accountant Changes from File. Browse your computer for the file. It should have a .qby extension at the end of the filename.

If your accountant used the Accountant's Copy File Transfer Service, select Import Accountant’s Changes from Web. Follow the onscreen steps to import their changes.

 

Furthermore, you have an option to review the changes to make sure it doesn't conflict any works you've done.

  1. When you’re ready to import their changes, select Incorporate Accountant's Changes. If you don’t want to import their changes, select Close.
  2. Select OK to confirm the changes and close any open windows.
  3. Then select OK and Close again. QuickBooks will create another back up of your company file.

Check this article to learn more: Use the Accountant's Copy.

 

I'll be here if you still have questions about the process.

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Level 2

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

This fixed my problem thanks!

 

 

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