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H
hcrossley
February 2, 2019
Question

Accountant's Copy

  • February 2, 2019
  • 7 replies
  • 20 views

Hi everyone! 

 

I am a public accountant and I work mainly with a national franchise to perform bookkeeping and accounting/advisory services. I am currently working with a client who has provided me with an accountant's copy for both of his two companies.. He will not be working in the file at the same time as me, so I'm wondering if it would be to my benefit to convert the accountant's copies that I've received into company files, to allow full access, do the work and then create copies to give back to him once the work is finished.. I don't even know if this is a possibility however. Can anyone please advise?

 

Thanks so much in advance!

Hilary

7 replies

lynda11_2
lynda11_2
Level 5
February 3, 2019

Hello Hillary:

 

It is possible to convert the file and then working it with full access. And then send the client back a back up file and have them restored as the working file. I have done that when I used to work in the desktop program. However I would use a program like zoom in to the restoring for the backup for the client because it avoids problems with two data files in the client perhaps working in the wrong one.

 

 But you have open the accountants copy file, you can go to file, accountants copy, convert to The working file.

 

 Also, make sure the client is aware that they cannot do any work in the current file as it won’t be updated into the new file when you bring it across. 

 

I hope that helps, if you have more questions feel free to reach out.

 

@lynda11_2 Artesani Bookkeeping & Matthew @ParkwayInc

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qbteachmt
qbteachmt
Level 11
February 3, 2019

If you never intended for them to keep working while you also work in that Divided File, they should have sent you a Backup, not an Accountant's Copy. The Accountant's copy is a function that allows you both to work, and for them to have a Restricted File until you send the Changes file for them to Import.

 

A Backup is a better file for you, because it does not have Restrictions. Then, they Replace their file when they get your updated Backup, by using the Restore Function.

S
SE58
March 7, 2019

My client sent an accountant copy and I need to restore it back

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