How can I import the accountant's changes if the option is grayed out?

If you restored the file from a backup made before you create the accountant's copy, then you can't merge the accountant's changes.

Hello, @romachc.

Allow me to provide some more information about why the import option is grayed out.

The option can be grayed out when you're importing the changes to the wrong company file, the restriction to the Accountant's copy was removed, or the file with the changes was upgraded to a new version or edition of QuickBooks Desktop. If one of these things seems to be the issue, you can save the changes locally to your computer and then import them. I also suggest running the verify and rebuild tool to fix any data damage that may have occurred. The steps below will show you how:

1. Navigate to the File menu, hover over Utilities, and click Rebuild Data.
2. Save a backup copy of your company file and allow the tool to run.
3. After the tool is finished, press OK.
4. Go to the File tab, hover over Utilities, and choose Verify Data.
5. The tool will check your file for data issues. If there are no issues found, hit OK. If QuickBooks finds a problem, push Rebuild Now to rebuild the file's data.

Now you'll be able to import your Accountant's copy without any issues. You may find this article helpful: Resolve errors and unexpected results when importing the Accountant's changes.

I'm only a comment away if you have any other questions. Take care!

I have 3 user with version 2022 pro plus.  my problem started with not being able to create an accountant copy.  I called support and we figured out that it was an issue with it being on a network drive, so they had me copy the database to my local pc which I did.  then we were able to create the account copy.   My account did his work and sent back the changes but now my menu is greyed out.  After we were able to get the account copy exported we moved the database back to the server so others could continue to work.  the intuit support person said we would be able to do that and would have to move it back to my pc again and import the changes then move it back.  file size is 124MB just so you know

So if restriction was removed how do you get the changes imported even from locaql?

If client removed restriction how do I now import the changes?

Hi, Tmaltz.

If your client has removed the restriction on importing accountant changes, you can go to the Client Activities button to import the data. I'm here to guide you through the steps.

Before importing the file, make sure to back up your company file so you have a save point. Then, you can follow these steps to import the data:

1. From the File menu, select Send Company File.
2. Select Accountant's Copy and then Client Activities.
3. Select  Import Accountant Changes from File if your accountant sent you their changes. Else, select Import Accountant's Change from Web if they used the Accountant's Copy File Transfer Service.

Once done, you can review the changes to ensure they are consistent with any recent work you've done. When you're ready to import their changes, select Incorporate Accountant's Changes. 

Also, if you want to update the closing date and password based on your accountant's changes, you can check this article: Set or change the closing date and password in QuickBooks Desktop.

You can always post in the forum whenever you have concerns about your QuickBooks Desktop file.

What if when click on file-send company file-accountants copy but don't see client activities??  

Thanks for joining this thread, @Dieselfuel12. Let's work together to perform some troubleshooting steps to resolve errors when exporting accountant's changes in QuickBooks Desktop (QBDT).

In some instances, missing features are caused by temporary data damage in the program. To address this, we can use the Verify and Rebuild tool. It examines your company file for any issues contributing to the problem and initiates necessary repairs. Before doing so, ensure to update QBDT to the latest release.

To verify your company data:

1. Go to Window and select Close All.
2. Select File, then Utilities.
3. Click Verify Data.

Here's how to rebuild:

1. Go to File, select Utilities, and then select Rebuild Data.
2. Press OK when QBDT asks to make a backup. Choose where to save it and click OK.
3. Select OK once you get the message Rebuild has completed.

Once done, rerun the Verify Data tool to double-check for additional damage.

Furthermore, you'll need to convert your client's accountant copy to a regular working file, so you can make changes to their books. This way, you can easily correct and adjust transactions.

Keep in touch if you have other concerns regarding Accountant's Changes. The Community team is here to assist you every step of the way. Stay safe.