Can't restore accountant's copy in QB pro plus 2022 desktop

Hi thanks for this, but this answer wasn't quite what I was looking for.

Apparently, I needed to purchase the Accountant Edition not the Pro version of QBD. I have purchased it now and am able to open the Accountant's Copy.

It wasn't possible to restore Accountant's Copy from Pro Plus.

Thanks for getting back to the thread, @fthorpe1. I'm here to share details and will help you with your accountant 's copy in QuickBooks Desktop.

If you want to create an Accountant's copy, you'll need to make sure it's compatible with the QuickBooks versions you're using. The customer and accountant should ideally be using the same version or year of QuickBooks Desktop when using the Accountant's Copy feature.

Furthermore, while there is only a one-year difference in versions and the accountant has a more recent version, you can still work on the Accountant's Copy using a different version.

Please visit this article for additional information of if you have clarifications: Use the Accountant's Copy.

I've also added this following articles for your future references:
 

• Use an Accountant's Copy working file in QuickBooks Desktop
• Export accountant's changes
• Learn about the Accountant's File Transfer Service
   

Please don't hesitate to post a reply if you have clarification about Accountant's copy. I'll be around. Stay safe!

Hi there and thank you for the reply, however it doesn't actually address the problem I have.

As mentioned above I have solved the problem myself.

Thank you.

I am having a similar problem.  I have sent my client the changes from an Accountant's copy and they are not able to restore the file.  The client is using the same version.

Let me make it up to you by ensuring that your client can restore the Accountant's copy, PostMiller.

Let's have your client make sure that he follows the necessary steps to restore the changes to an Accountant's copy. 

Here's how:

1. In QuickBooks Desktop, go to File and select Send Company File.
2. Choose Accountant's Copy, then Client Activities.
3. If your accountant sent you their changes in an Accountant’s Changes file, select Import Accountant Changes from File. Browse your computer for the file. It should have a .qby extension at the end of the filename.

To learn more about the process, check this article: Import your accountant's changes into your company file in QBDT.

Keep me updated. I want to ensure your success. 

Are you saying that clients need to purchase the accountant's version now in 2022?

Hello, @caroline181.

Thanks for joining this conversation. Allow me to chime in and provide details about restoring the Accountant's copy in QuickBooks Desktop (QBDT).

If you already have the QBDT Accountant 2022, there's no need for your clients to purchase that version. As long as they have any existing 2022 version of QBDT, they can restore the Accountant's copy you'll send to them.

For more information about managing Accountant's copy in QBDT, consider checking out these articles:

• Use the Accountant's Copy.
• Export accountant's changes.
• Learn about the Accountant's File Transfer Service.

You can also visit our website for more tips and other resources you can use in the future: Self-help articles.

If you have follow-up questions about this or anything else QuickBooks, please let me know in the comment section below. I'll be more than happy to assist. Take care.

@caroline181 

You can still purchase the one time license for QBD 2022 Accountant edition to manage you clients with QBD Pro/Premier 2021 and 2022.

I have QuickBooks Premier Accountant. Are you saying as Pro Advisors and paying Intuit almost $1,300 annually, Intuit now wants accountants to purchase another product to have both Premier and Pro Accountant's versions now? Please clarify.

Hi. Thanks. I have been working with accountant's copies for about 15 years and am well versed in the process. What I am hearing you say in this post though is that Pro Advisor accountants who pay Intuit almost $1,300 a year annually already and receive annual copies of QuickBooks Premier Accountant will now need to also purchase a "Pro" version of QuickBooks Accountant as well. That is what you are indicating in the answers to this post. Either that or ALL clients who just upgraded to QuickBooks Pro 2022 will be forced to purchase QuickBooks Premiere 2022? That was NEVER the case before 2022. I would like clarification on this issue. Customer support seems to indicate this as well. My changes are no longer importing for several clients and that is the answer we are receiving.

Hello, @caroline181. 

Let me share some information about accountant copies. 

When you're using QuickBooks Desktop Premier Accountant Edition 2022, you can still work with your client's QuickBooks Desktop Pro or Premier 2021 or 2022 version. You can take a look at this article for more information: Use the Accountant's Copy.

Also, here's detailed guidance on how to resolve errors you'll possibly encounter when importing Accountant's Changes to their company file: Resolve errors and unexpected results when importing accountants' changes. 

Let me know if you have follow-up questions about accountant copies by leaving a reply below. Have a wonderful day!

I agree with you that this is how it is supposed to work. You may want to tell customer service representatives that are answering the phone and assisting clients this information. They keep insisting that the changes I am sending back to a client in QB Pro Desktop 2022 won't import because I have QB Premier Desktop Accountants Version 2022. I have had this happen with two clients at this point. Do you have an updated article that states that 2022 is the same because Intuit customer service is indicating this is different for 2022, which literally makes no sense at all and shows a lack of knowledge regarding how QuickBooks Accountant's copies work. With both clients we gave up and I had to manually walk them through entering the changes, but this issue needs to be resolved ASAP on Intuit's end and the customer service representatives should learn how the process works.

Hi caroline181,

Thank you for your feedback about our Support. I'll share this with the relevant departments to improve our services.

As of now, the Use the Accountant's Copy article is the only one we have that explains the compatibility.

If you're still having the same issue, please contact our QB Desktop Support again so this will be investigated further.

I'm just right here if you need more help.

Caroline181, I'm having the same issue! By chance did you find a solution for this issue?

I am the client trying to import my QB Accountant's changes.  I am trying in two different companies.

Company One is in QB Premier Retail Edition 2018  (Here, I get an error as soon as I select "Import Accountant's copy.")   

Company Two is in QB Desktop Pro 2021 (Here, I get the window for incorporating Accountant's Changes, I get the report of transactions that the accountant made but the "Incorporate" button does nothing.  I can get a .pdf of the transactions shown, but no other buttons work.

I just spent an hour with Customer Support by chat only to get asked to purchase a support plan in the end.  I didn't. 

Welcome back to the QuickBooks Community, @YDP Norma. I'll ensure to share some details about importing QuickBooks Accountant's changes and route you to the right person to assist you further on this so you can get back on track.

Our product engineers are already aware of this and are now working to fix this as soon as possible. For now, we're unable to provide an exact workaround to be performed.

I suggest reaching our QuickBooks Online Support Team so they can add you to the lists of affected users. This will help our engineers determine the number of impacted users and you'll receive an update through email once this has been resolved. 

Here's how to contact them:

1. Open your QuickBooks.
2. Proceed to Help, then choose QuickBooks Desktop Help.
3. Click Contact Us.
4. Give a brief description of your issue.
5. select Let's talk, and then choose a way to connect.

For your company 1, changes made by your accountant, will not be imported into your file if they use features not available in your version of QuickBooks Desktop. That being said, you need to make sure that the Accountant's Copy version and the QuickBooks Desktops are compatible.

Additionally, let me share this link to help manage your accountant changes in QuickBooks: Import your accountant's changes into your company file in QuickBooks Desktop.

Please know that I'm always here if you need assistance with any issues with importing accountant changes. Keep safe!

Ok guys!! I found a solution that has worked for one company so far! Will work on the others this week.

Follow this thread about creating another Admin user that is not connected to an email address. Open Quickbooks and import changes from a file saved. You can then login in to the original Admin and make sure the changes worked.

https://quickbooks.intuit.com/learn-support/en-us/other-questions/clicking-on-incorporate-accountant...

Thank you for validating my concern.

I tried to have both my help contact persons record the restore accountant's copy problem as a possible issue when I talked to them yesterday.  They acted like they didn't hear me.

Wow... not happy! 

I use QB for my personal companies and 2021 Desktop was sufficient. 

I am not a professional bookkeeper, though I do review the QB entries, make adjustment and reconcile the bank accountants for one client each month.  Because we had different versions of QB, we both upgraded to the subscription version of 2022.  Last month she sent me an Accountant's Copy, which I was able to open!  Having determined that I wanted to make significant changes to the Chart of Accountants, I was pretty confident that if they made changes before I sent back the revised Accountant's File it would cause a conflict.  I asked QB support how to cancel the Accountant's Copy, and was instructed on how to do do.  I then asked the client to send me the Portable File and I would make the changes in one weekend and and get it back before they needed to make entries.  Apparently, as I was told, they too needed to cancel the Accountant's Company File.  I was sent a new Accountant's  Copy last week.  Today, when I went to open the to convert the Accountant's Copy using my Desktop Pro Plus 2022 edition, there is not option to open an Accountant's Copy.  I'm reading NOW that I need to purchase an Accountant's Version of Desktop Pro 2022!  Is this correct?  I just purchased Desktop Pro Plus 2022 for this singular client, and now QuickBooks wants me to pay more $$ for something that worked last month?  I was "sold" after extensive discussion and confirmation, Desktop Pro Plus 2022 that worked one time.  Did QB support somehow remove the option from my subscription, or did QB change the offering in Desktop Pro Plus 2022?

Hello @lg_dg,

Thank you for providing detailed information about the Pro Plus 2022 version. I would also feel the same after upgrading to an updated version of the Desktop program.

I'm here to help you import accountant's changes in QuickBooks Desktop. Ideally, users using the Pro Plus 2022 version should have an option to open the accountant's changes.

For now, I suggest performing some troubleshooting steps to isolate and fix the problem. Please start by updating QuickBooks Desktop to the latest release.

Aside from improving the performance of the software, this process also fixes unusual behaviors in the program. Here's how:

1. Click the Help tab in the upper-right corner, then select Update QuickBooks Desktop.
2. Go to the Update Now tab.
3. Select the updates you want to include.
4. Put a checkmark on the box beside Reset Update.
5. Hit Get Updates.
6. Close and re-open QuickBooks.

Once done, verify if the option is now available for you to upload the changes. If the problem persists, let's proceed with running the Verify Data and Verify Rebuild tools.

These features in QuickBooks will help self-identify data issues within a company file and self-resolve them using Rebuild Data.

To run Verify Data:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Data.

Next, please run the Rebuild Data option through these steps:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Rebuild.

After following the recommended steps, restart your QuickBooks and open the file again. If all else fails, it would be best to contact our QuickBooks Support Team for further assistance.

They can provide additional troubleshooting or clarify about not being able to import the changes back to the Pro Plus version. Our Customer Support Team for Pro, Premier, Plus is available from 6 AM - 6 PM PT (Monday - Friday). For Enterprise, any time, any day. See the steps to get a hold of a specialist:

1. Open QuickBooks Desktop.
2. Click the Help tab at the top menu bar.
3. Select QuickBooks Desktop Help.
4. Enter your concern, then hit Continue.
5. Choose Get a callback.

You can also check this link for more details about how to use the QuickBooks Tool Hub to repair QuickBooks: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Drop me a comment below if you have other questions about the program features or importing accountant's changes. I'll be happy to help you some more.

This is absolutely worthless advice.  I paid a small fortune for QB Desktop Pro Plus 2022 and now you tell me that in order to download a QBX transfer file from a different QB desktop version I have to purchase THAT version also??  NO WAY IN HELL I WILL DO THAT.  The more I deal with Intuit, their nonstop greed and pitiful support, the more I keep being driven toward looking elsewhere.  Intuit sucks, period.

More completely worthless advice and does not address the question asked.  Why the hell can't Intuit make QB Desktop versions that allow a transfer file from for example, Desktop Accountant version to QB Desktop Pro 2022?  I'LL BE DAMNED IF I WILL GIVE INTUIT ANOTHER STACK OF CASH TO BUY A DIFFERENT FREAKING VERSION JUST TO WORK ON A CLIENT'S TRANSFER FILE!  

Completely [removed] unacceptable!!!!

Absolutely worthless reply- you people have a talent for not giving a useful answer and then making it sound like you solved the problem- amazing!