QuickBooks HelpQuickBooksHelpIntuit

Convert an accountant's copy to a regular company file

SOLVED•by QuickBooks•3•Updated over 1 year ago

Learn how to change your accountant’s copy to a regular company file in QuickBooks Desktop.

Need to convert your accountant’s copy working file (.QBA) or transfer file (.QBX) to a regular company file (.QBW)? You can use QuickBooks Desktop Premier Accountant and Enterprise Accountant to change your file so you can continue recording transactions without restrictions.

Here’s how you can change your accountant’s copy to a regular company file:

  1. Open your accountant’s copy (QBX or .QBA), and create a backup.
  2. Go to the File menu. Select Send Company File, and then Accountant's Copy.
  3. Select Convert Accountant’s Copy to Company File/QBW.
  4. Select OK to confirm you want to convert the file.
  5. Open the folder you want to save the .QBW file in, and rename the file. Select Save.
  6. Once you’re done converting, select OK.
 After converting...
  • You need to re-enter any changes you made to the original company file after creating the accountant’s copy.
  • You can no longer import an accountant’s changes (.QBY).

Check out our accountant’s copy guide to know more about other workflows.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Desktop AccountantQuickBooks Desktop PremierQuickBooks Enterprise QuickBooks Enterprise AccountantQuickBooks Enterprise Diamond

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this