cancel
Showing results for 
Search instead for 
Did you mean: 
Mendez3535
Level 1

Accountant Changes

Is it possible to send accountant changes from a newer version, say Quick-books 2015 for the client to restore them in an older version, for example Quick-books 2014. 

 

Your responses will be greatly appreciated.

 

Thanks !

Solved
Best answer February 17, 2022

Best Answers
Joesem M
Moderator

Accountant Changes

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:

 

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: 

 

 

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

View solution in original post

5 Comments 5
Joesem M
Moderator

Accountant Changes

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:

 

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: 

 

 

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

Mendez3535
Level 1

Accountant Changes


@Joesem M 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:

 

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: 

 

 

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


 

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.

 

AlexV
QuickBooks Team

Accountant Changes

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:

 

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

Fiat Lux - ASIA
Level 15

Accountant Changes


@Mendez3535 wrote:

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.

 


@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.

Mendez3535
Level 1

Accountant Changes

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

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up