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endo
Level 1

file transfer

hi

My accountant has sent me a .QBB file. It is NOT sent as accountant copy. so i cant select accountant copy and client activities. how do I import this file. also since this file from the accoun tant I have done work in QB and made entries. how do i avoid losing all my work and incorporate the accountants update please?

thanks

9 Comments 9
BettyJaneB
QuickBooks Team

file transfer

It's nice to hear from you again, @endo.

 

I appreciate the details that you shared. Restoring the .QBB file that you're working on will keep all the entries that you made secured. It won't be changed nor lost.

 

To do these:

  1. Select the File menu at the top.
  2. Click on  Open or Restore Company.
  3. Restore the file based on its type: Windows backup file (.qbb)
  4. Follow the on-screen instructions.  

To give you more details about this procedure, refer to this link: Restore your file

 

You can also create an accounts copy of the company file if you wish to send this file to your accountant. I've added here an article that you can check out on how to perform this process: Create an Accountant's Copy of your company file in QuickBooks Desktop

 

Let me know if you have any other questions on this or with QuickBooks. It'd be my pleasure to help you out. Have a fantastic day!

endo
Level 1

file transfer

thanks

I am still unsure of how to be able to protect that the datas I have entered into quickbooks prior to recieving the accountant .QBB file will be protedted?

endo
Level 1

file transfer

Thanks

still unsure how my works will be protected after I download the .QBB file from my accountant?

BettyJaneB
QuickBooks Team

file transfer

Thanks for your prompt response, @endo.

 

When working on a downloaded file in QuickBooks Desktop, it's recommended to restore the file to save all the changes/transactions that you enter.  You can save it in the Desktop or in the Local Backup folder.

 

I'm adding here some resources that provide information on how restoring file works in QBDT:

IF you need more help with this or any concerns with QuickBooks,  please let me know. I'll be around to assist you. Have a good one!

endo
Level 1

file transfer

if there is any way that I can get some help with this to make sure it would be great. my number is [removed]

thanks

KhimG
QuickBooks Team

file transfer

Hello there, @endo.


My colleague provided a solution that can help keep all the entries made on the file. Since you need assistance performing the steps, I recommend giving our Customer Care Team a call. 


They have tools capable of pulling up your account details in a secure environment, which we’re unable to do so here in the Community for security reasons. Our phone agents can perform a screen-sharing session with you to ensure the success of the process. 


Here’s how to get in touch with support: 

  1. Go to the Help menu at the top and select QuickBooks Desktop Help.
  2. Click the blue Contact Us link at the bottom of the pop-up window.
  3. Enter a brief description of your concern and hit Continue.
  4. Select the support option that works for you. 

I’m adding this article as your guide: Contact the QuickBooks desktop customer support team.


Let me know how the call goes or if you need anything else by leaving a comment below.  It’s my pleasure to help. Have a good one! 

Fiat Lux - ASIA
Level 15

file transfer

@endo ,

See on the top of your QuickBooks window. Is there anything like "[your date file name] (Accountant's Changes Pending)" ? If you don't see anything, you didn't create any accpuntant data file whatsoever. If you restore that QBB, you will create another data file (QBW). 

endo
Level 1

file transfer

No I did not get an answer 

 

JessT
QuickBooks Team

file transfer

Hello, endo!

 

Restoring the QBB file is just like creating a separate company file in QuickBooks. You're unable to use that to import your accountant's changes. You'll want to request them to send you the Accountant's Changes (.QBY) file instead. If they don't know how to create it, you can share this article with them: Export accountant's changes.

 

Once you have a copy of the QBY file, you can import the changes like how you usually do it.

 

Let us know if there's anything we can help you with your accountant's changes.

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