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Level 1

accountants copy

I need to send my accountant an accountants copy of my data. I know there are certain things I cannot do while the accountants copy is active, like bank recs. My question is, since I work on my laptop at work, I have to back up the data from the work computer to my laptop, then restore the data back to the work computer when I'm finished working. How will having an accountants copy open affect the "normal" backups I do in order to work on my laptop and then restore to the work computer?

1 Comment
Tori B
QuickBooks Team

accountants copy

Hey there, @amyk3448.


Thanks for reaching out to the Community. I'm happy to provide insight into your backup when an accountant copy has been sent. 

You can still create local backups as normal. It won't affect the process or loose any data of the live file when the accountant's copy is sent out.


When creating a local backup, it records the live data of the file. Once you get the accountants copy back, you can create another backup to have a fresh copy of the live data with the changes made. 


I'm including an article that covers accountants copy information that you may find beneficial below. 


Please let me know if you have additional questions or concerns. I'll be here every step of the way. Feel free to reach out to the Community at any time. Take care and enjoy the rest of your day! 

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