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tsr411
Level 1

File did not transfer properly to QBA

Hi,

My client sent me their file that is in format QBX. The file description says QuickBooks Company Backup File and the size is 427,764kb. When I attempted to convert to QBA I had some errors and I did not have a password. The client said it did not ask her to enter a password. After several attempts, I was able to open the file. I did an entire calendar year of work without realizing when I opened the file it did not say "Accountant's Copy" at the top. All of the work I did was for 2019. There were some adjusting entries, but mostly bank account/credit card transactions and recons.

 

Is there a way to get my changes into the client's books? 

 

Thanks in advance.

 

3 Comments 3
Maybelle_S
QuickBooks Team

File did not transfer properly to QBA

Thanks for bringing this with us, @tsr411.

 

We can open the QBX file and save the changes to the regular company file. This is to apply the changes to your client's books.

 

Here's how:

  1. Access and open the file to create a working file (.QBA).
  2. Save your changes and corrections.
  3. Create an import file (.QBY), which is saved to the Intuit server.

Once done, the client can now open the imported file to apply the accountant's changes to the company.

 

I've also added this article about resolving an error when importing accountant changes in QBDT: Resolve errors and unexpected results when importing accountant's changes.

 

Don't hesitate to drop a comment below if you have other questions. I'm always happy to help. Take care!

tsr411
Level 1

File did not transfer properly to QBA

Since I do not make the changes in a true QBA file, it will not let me create the QBY. Is there a way around that?

tsr411
Level 1

File did not transfer properly to QBA

Since I did not make the changes in a true QBA file, it will not let me create a QBY file. Is there a way around that?

Thanks.

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