Hello there, @sjyan05.
I'd like to provide the Do's and Don'ts in using company file while waiting for your accountant is making changes in the Accountant's Copy.
While waiting for your accountant, you can still do the following actions with your QuickBooks working file (.qbw):
- Add new entries to any of your lists
- Create, edit, and delete transactions this includes receiving Purchase orders
- Edit the list information
- Turn on Payroll
- Reconcile your transactions, but may be rolled back
As long as you do the actions in the current period or after the dividing date, you're in the right track.
On the other hand, you cannot do the following while waiting for the changes from your accountant:
- Edit or delete existing accounts
- Send Assisted Payroll Data or Direct Deposits to Intuit
For additional insights, you may check out this article: Use the Accountant's Copy.
Let me know if you have other questions about managing your Purchase Orders in QuickBooks Desktop. I'm always here to answer your inquiries.
