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.
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!
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.
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:
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.
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:
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.
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.
[email address removed]
You have two options to integrate the accountant's changes, silvianjim.
Here's how you can import the changes:
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.
Check this article to learn more: Use the Accountant's Copy.
I'll be here if you still have questions about the process.