Accountant Changes

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@JoesemM wrote:

Welcome to the Community space, @Mendez3535. I'd be glad to help share information about accountant changes.

 

Yes, it's possible to send an accountant changes and still work on the Accountant's copy using a different version as long as the gap between the versions is just one year. Just make sure that your accountant has a more recent version of QuickBooks. For more details about this one, see the Use the Accountant's Copy article. 

 

To learn more about adding your accountant’s corrections to update your accounts, please check out this article: Import your Accountant's Changes.

 

I've also added these articles to help you successfully import the file:

• Resolve Errors and Unexpected Results When Importing Accountant’s Changes.
• Resolve Errors When Creating or Working on an Accountant’s Copy

 

In case you want to upgrade your older company file to work in a newer version of QuickBooks Desktop. Just scan through these articles for detailed steps: 

 

• Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.
• Upgrade your company files after you switch to a new version of QuickBooks Desktop.

 

Keep me posted if you need clarifications. I'll more than happy to help you. Have a blissful day, @Mendez3535.

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Thank you for your response.

Just to be sure it will work. I as the accountant will upgrade the Quick-books 2014, where I have all my changes I made for last year's closing of the books, to Quick-books 2015. Then, I will send the accountant changes to the client who is still using Quick-books 2014.

Just for your information, once the client has all the changes from the last year closing's, she is planning to buy the annual Quick-books 2022 license since the 2014 Desktop version  is no longer serviced by Intuit.

Please advise.

Thanks.

Thanks for the reply, Mendez3535!

Allow me to further assist you with the Accountant's Copy.

That is right! You can send the accountant's changes made from QuickBooks 2015 and let your client import it to the 2014 version. We always need to make sure that the gap between the versions is just one year, and the accountant has a more recent version.

It's also a good idea to upgrade to the latest version to stay up-to-date and be able to use other services and features. Please check this article to know more what are the new features available in QuickBooks Desktop 2022 and how to upgrade:

• What’s new in QuickBooks Desktop 2022
• Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise

We'll be right here if you need more assistance with this. Good day!

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@Mendez3535 wrote:

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Just for your information, once the client has all the changes from the last year closing's, she is planning to buy the annual Quick-books 2022 license since the 2014 Desktop version  is no longer serviced by Intuit.

 

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@Mendez3535 

She may need to install the trial license for QBD 2019 to upgrade her version as the first step. Then she may consider to purchase the one time license for QBD 2021 or the subscription license for QBD 2022 later. To assist her in the future, you may purchase the one time license for QBD 2022 Accountant edition.

Thanks a lot for your help. The problem has been resolved. 

If my client has Quickbooks Pro 2022 and sends an accountants copy to me, but I have Quickbooks Enterprise for Accountants, am I going to be able to send them changes to import into their Quickbooks Pro?