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

accountant's copy import error

I always set a closing date and password when I return the accountant's changes to a client for an accountant's copy of desktop QB. Within the last month, each time I send back the accountant's changes, the closing date and password don't import. The client gets an error message that this one change did not import. All other changes (bank rec's, JE's etc.) import just fine. Is there a known error or is anyone else having the same problem?

10 Comments 10
MadelynC
QuickBooks Team

accountant's copy import error

I’ve got steps here to resolve the error, @peggycnelson.


There are several reasons why clients unable to import Accountant's Changes successfully. The Accountant's Copy restriction might remove or could have data issues within the company file.


We can perform some troubleshooting steps here to get this resolve. Here’s how:

 

First, save the file locally.

  • If they’re opening the file from a portable drive (USB or thumb drive), copy the file locally.
  • If the file is saved on a server, either copy the file to the local drive or perform the task on the server.

 

Then follow these instructions to fix data damage in case the issue persists.

 

  1. First, choose Window and then select Close All.
  2. Go to the File menu, and then click Utilities.
  3. Select Rebuild Data.
    REBUILD DATA.PNG
  4. Follow the onscreen instruction to back up your data.
  5. When the tool finishes, select OK.
  6. Navigate to the File menu, then hover over Utilities.
  7. Click Verify Data and select Rebuild Now once QuickBooks finds an issue with your company file.
    VERIFY DATA.PNG

 

For other resolutions, please check out this article to resolve errors and unexpected results when importing accountant's changes in QuickBooks Desktop.


Keep me posted on how it goes. I'm here to make sure you get all the help you need. Always take care!

mwbanks
Level 1

accountant's copy import error

Hi!

We have experienced the same issue - all accountant's changes import EXCEPT the closing date.  Is this a glitch in the import process?  We have not see this issue in past years.

Candice C
QuickBooks Team

accountant's copy import error

Greetings, @mwbanks

 

Thanks for joining in on this thread. The importing process should be easy and simple without this glitch. It's my priority that you're able to get this fixed as soon as possible. 

 

If you've already tried the steps above and used the article to help fix the problem, then I recommend contacting our Customer Support Team. They'll be able to use a screen share to walk you through some additional instructions to resolve the issue. Here's how: 

 

  1. Go to the Help menu. 
  2. Pick the QuickBooks Desktop Help option. 
  3. Click the Contact Us hyperlink. 
  4. Give a brief description of the problem and hit Let's talk
  5. Scroll down and choose to Get a callback

 

It's that easy. In addition, here's an article about fixing issues when importing an accountant's changes

 

Let me know how the call goes. I want to make sure that you're able to get back to running your business. I'm only a post away if you need me again. Wishing you the best going forward!

peggycnelson
Level 1

accountant's copy import error

Sorry I'm confused. I can't rebuild data in an accountant's copy. Is this something the client has to do before they import my changes?

DivinaMercy_N
QuickBooks Team

accountant's copy import error

Thanks for getting back here, @peggycnelson.

 

When your client experience error when importing an accountant's changes, they can perform the following troubleshooting steps:

  1. First, copy the file locally (refer to the outlined instructions by my colleague, MadelynC).
  2. Next, create a QuickBooks portable company file.
  3. Resolve the data damage on your company file.

 

For additional solutions, please see this article: Resolve errors when creating or working on an accountant’s copy.

 

To further assist you with this, I recommend reaching out to our technical support team. They can further investigate the root cause of the issue and help you fix it. Here's how:

  1. Go to Help, then select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Enter your concern in the question box. Example: Accountant's copy import error. QBhelp.PNG
  4. Then, select Let's talk and then choose a way to connect.

 

I also encourage you to visit our Community page so you can search for any QuickBooks guides and articles to help you with your accounting tasks. 

 

Please give them a call and let me know how it goes. I'll be waiting for your response. Thanks for posting here and take care always.

peggycnelson
Level 1

accountant's copy import error

Thanks for trying to help me with the above steps. However, in my original post I stated that everything imports for my clients except for the closing date. I don't think that a data rebuild will put the closing date into their data file. Secondly, every one of my clients can't be having data issues, this must be some sort of QB issue. I hate to contact customer service. I spend a minimum of 1 hour with them every time I call or chat. It always seems a waste of time. (But I digress from the original issue of the closing date). Does anyone else have an issue like this or a solution?

mwbanks
Level 1

accountant's copy import error

We have had the same issue - all our clients QB files would "crash" when trying to import.  All had problem w/ closing date.  On phone with Intuit (it IS an intuit issue) and basically the result was to have client remove restrictions and get another acct copy to adj to actual - which defeats the purpose of an accountant's copy to begin with.  Hopefully this "glitch" will be resolved in the near future.

ReymondO
QuickBooks Team

accountant's copy import error

Thank you for sharing your concerns, @peggycnelson & @mwbanks.

 

If you're still getting the same issue after performing the steps provided above, I'd recommend reaching out to our phone support.

 

This way, they can perform an investigation on what's causing the import error. Simply follow the steps provided by my colleague DivinaMercy to connect with them.

 

To make sure we can address your concern on time, check out our support hours.

 

In case you need help in accomplishing other tasks in QuickBooks, you review our Help articles on this link: https://quickbooks.intuit.com/learn-support/?label=QuickBooks%20Desktop

 

Let me know it goes by placing your comment below. I'll be there to further assist you. Keep safe.

peggycnelson
Level 1

accountant's copy import error

Thank you for helping me realize that this isn't a "me" issue. I have had several clients who could not import properly this year. (this is in addition to the closing date not importing!) They have to restore the backup and send me a backup copy so that I could enter the changes all over again. Such a pain during this already tough tax year! I am very nervous today as I returned 18 accountant's copies yesterday waiting to hear who has crashed. Praying that some of these clients with hundreds of changes aren't the ones. In anticipation of it not importing, I did not put a closing date on any of them as it won't import anyway! We may have to deal with client mistakes next year as a result, but I felt it was necessary. Wishing Intuit would acknowledge there is an error.

chris_jfc
Level 1

accountant's copy import error

I've had the same problem - mainly with 2020 Quickbooks.  When my clients import, they get an error message that asks them if they want to report the error to Quickbooks.  If they click "no" then the file crashes and they have to restore the backup they were forced to make.  But I found that if they click "yes" then the changes will import with the exception of the closing date.

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

Need to get in touch?

Contact us