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Level 1

accountant edition / portable file

i was sent a portable file from another accountant (an accountant edition) i can not open it because i do not have the accountant edition version. what do i do

5 Comments
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QuickBooks Team

accountant edition / portable file

Hi there, @CyndiW.

 

Let me step in and provide you information about the accountant's copy.

 

If you're trying to open a regular company file, you can open it using the same edition in QuickBooks Desktop. However, if it's an accountant's copy type of company file, you'll have to look for an accountant version of QuickBooks Desktop.

 

You can visit this link to check our QuickBooks Desktop Accountant edition: https://quickbooks.intuit.com/accountants/products-solutions/accounting/desktop/

 

I've also added an article to help you review the limitations of the accountant's copy in QuickBooks Desktop.

 

If you have additional questions, feel free to leave a message in the comment section. I'll be happier to help. Take care, and have a good day.

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Level 14

accountant edition / portable file

@CyndiW 

Which QBD version does your colleague have? e.g QBD 2019 Premier Accountant

Which QBD version do you have? e.g QBD 2018 Pro

 

You are unable opening a data file (i.e QBW, QBB, QBM) from a newer version.

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Level 1

accountant edition / portable file

The client's cpa was using PRO 2019 accountants version. i am using pro 2019.

i do not want to pay several hundred dollars to get the accountants version. 

 

i am going to see if the client will be willing to go to qb online. that will solve that problem. 

 

just frustrating that there is no way to send a backup/portable that can be opened without the accountant's edition.

 

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Level 14

accountant edition / portable file

There is no QBD Pro Accountant. Company only offers QBD Premier Accountant and QBD Enterprise Accountant. Any company file (QBW, QBB, QBM) created on QBD Pro, Premier, or Premier Accountant is compatible to each other as long as they are the same year version. Make sure both of you are using the same country version. Install the trial license of QBD CA/UK version to verify it.

Highlighted
Level 1

accountant edition / portable file

we did get the client onboard with QBO. so that will solve my problem.

thanks 

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