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Intuit
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Convert the accountant's copy to an accountant's working file

To enter changes and corrections to the company file, you need to convert an Accountant's Copy (.QBX) to an Accountant's Copy working file (.QBA). Follow the steps provided to convert an Accountant's Copy that is either saved locally or sent using Accountant's Copy File Transfer service (ACFT).

This article is part of a series about Accountant's Copy in QuickBooks Desktop. To know more about other Accountant's Copy workflows and general information, see Accountant's copy overview.

Important:

  • Only QuickBooks Desktop Premier Accountant and QuickBooks Enterprise Accountant can convert an Accountant's Copy transfer file (.QBX) to an Accountant's Copy working file (.QBA).
  • Do not convert an Accountant's Copy from Pro/Premier to an Enterprise Accountant version. Even if you can upgrade the Pro/Premier file to Enterprise, you will not be able to import the Enterprise changes or to transfer the file back to Pro/Premier.
  • Premier Accountant does not have the ability to convert an Accountant's Copy from Enterprise. You must use Enterprise Accountant to open an Accountant's Copy from Enterprise.
  • Beside the name of the company file, the dividing date will appear at the top once the Accountant's Copy is converted to an Accountant's Copy working file.

To convert Accountant's Copy (.QBX) to Accountant's Copy working file (.QBA)

  1. Go to the File menu, then select Open and Restore Company.
  2. Choose Convert an Accountant’s Copy Transfer File.
  3. Keep selecting Next until you see the Open Accountant's Copy Transfer File window.
  4. Browse the location of the file, then select Open.
  5. Choose where you want to save your file, then select Save.

To download the Accountant's Copy from ACFT

  1. Open the email from accountantscopy@intuit.com, then select the download link in the third paragraph. Depending on your browser, it will either be in your default download folder or your preferred location.Note: If you do not have the email or if there are no links, have the client forward their notification to you.
  2. Convert .QBX to .QBA.
    1. Go to the File menu, then select Open and Restore Company.
    2. Select Convert an Accountant's Copy Transfer File.
    3. Keep selecting Next until you see the Open Accountant's Copy Transfer File window.
    4. Browse the location of the downloaded .QBX file, then select Open.
    5. Enter the file transfer password (created by the person who sent the file), then select OK.Note: This is usually not the regular password you would use to access the file and it cannot be removed or changed by Intuit. If the sender forgot the password, they have to remove the company accountant's copy restriction and resend the file.
    6. Choose where you want to save your file, then select Save.

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