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rebeccar
Level 1

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

 
11 Comments 11
JoesemM
Moderator

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

Hello there, @rebeccar.

 

The possible reasons why your accountant's copy is grayed out because you did not remove the accountant's copy restriction. To remove restrictions, you can follow the steps below:

  1. Go to the File menu, 
  2. Select Accountant's copy, then Client Activities.
  3. Click Remove Restrictions.
  4. A prompt message will appear. Read it and make sure you want to remove the Accountant's Copy.
  5. Select Yes, I want to remove the Accountant's Copy restrictions, then OK.

Once you've done, either resubmit the accountant's copy or manually make the changes like what your accountant did to your accountant's copy.

 

I'll add these articles for additional information about the process: 

In case you want to learn more about navigating QuickBooks, you can browse a topic through our Help articles page.

 

Feel free to reach out to us at any time you have questions about QuickBooks. We're happy to help. Take care.

rebeccar
Level 1

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

Thank you! 

I am the accountant, and cannot return the changes copy to the client, but your steps will make it possible for the client to remove the Accountant's copy so they can keep working while I figure it out!

rebeccar
Level 1

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

Thank you, Joesem!  I am the accountant, trying to return the changes file to the client, but your steps might allow the client to move forward while I figure it out what is going wrong. Thanks!

Anna S
QuickBooks Team

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

Good to hear from you again, @rebeccar.
 
You're most welcome. I'm glad that my colleague @Joesem provided the best solution for you. I also appreciate your taking the time to post this and letting me know that the issue got resolved.
 
As always, Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

WJBrown
Level 1

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

This did not solve the issue at all.

WJBrown
Level 1

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

This did not fix the OP problem. In fact, you now created new problems as she will not be able to return the copy to the client if they removed the restrictions as you indicate. Not a solution.

MaryLurleenM
Moderator

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

This is not the kind of experience we want you to have, WJBrown.

 

If the steps given above doesn't resolve the error, I recommend contacting our QuickBooks Desktop support. They will be able to check on why they're unable to return the accountant's copy back to their client.

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, enter a topic.
  3. Click Contact us.
  4. Hit the Start Messaging button.

Please keep us posted if have any follow-ups or other concerns. We're always around to help.

JMATX
Level 1

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

Same problem here (2018 Premiere Accountants Edition). I was on the telephone with support for an hour yesterday. That was a huge waste of time. If I understood the lady correctly, she was referring me to technical (whatever that is), and they would give me a call back. Never happened! I wish Intuit would step up its game for those of us who have clients still using desktop.

Fiat Lux - ASIA
Level 15

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

@JMATX 

Your QBD 2018 Accountant is outdated and I am not sure Support will entertain you. Do you run your QBD 2018 on Win 8.1 or 10? It is highly possible your Windows OS was updating something recently and it doesn't work with QBD 2018. Consider to reinstall your QBD 2018 in compatibility mode Win 7.

 

If you still have clients using QBD 2018, you may consider purchasing a QBD Accountant 2019 on a one-time license as another option.

eskiadas
Level 1

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

I sent the accountant's change file by email but the client never received it. I now can't re-create the change file. Is there a way to resolve this?

Tori B
QuickBooks Team

I am trying to return an accountant's copy to the client, but the option is grayed out, what should I do?

Hello, @eskiadas

 

Thanks for taking the time to follow along with the thread and sharing your concerns here in the QuickBooks Community.

 

Before we get started, I wanted to ask a couple of questions to clarify a couple of things. Are you sending the file using your personal email or are you using the Accountant File Transfer Service? If sending by email, how large is the file? Has your client checked their junk/spam folder? 

 

While I await your response, I wanted to share a couple of help articles about importing accountant changes, should you need it in the future. 

 

 

I'll be sure to keep an eye out for your reply and look forward to chatting with you soon. Take care! 

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