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mick8553
Level 1

Backup from Accountant Version to Desktop Pro Plus

Can I take a backup made in Quickbooks Accountant transfer into Quickbooks Desktop Pro?  I have a chance to obtain a client that is on Accountant, but I use Desktop Pro Plus.  Will it work?

2 Comments 2
Clark_B
QuickBooks Team

Backup from Accountant Version to Desktop Pro Plus

It's nice to see you here in the Community, @mick8553.

 

Let me help and provide insight about taking a backup made in QuickBooks Accountant transfer into QuickBooks Desktop Pro.

 

We can convert your accountant's copy to a regular company file in QuickBooks Desktop. To achieve this, we need to convert the accountant's copy working file (.QBA) or transfer file (.QBX) to a standard or regular company file (.QBW).

 

Here's how:

  1. Open your accountant’s copy (QBX or .QBA), and create a backup.
  2. Proceed to the File menu. 
  3. Click Send Company File, and then choose Accountant's Copy.
  4. Select Convert Accountant’s Copy to Company File/QBW.
  5. Click OK to confirm you want to convert the file.
  6. Open the folder you want to save the .QBW file in and rename the file. Select Save.
  7. Lastly, choose OK.

 

After converting, take note of the following aspects: 

 

  • You need to re-enter any changes you made to the original company file after creating the accountant’s copy.
  • You can no longer import an accountant’s changes (.QBY).

 

In addition, you can use this article to learn more about the Accountant's copy and its limitations in QuickBooks Desktop: Accountant’s copy guide.

 

Don't hesitate to leave a comment below if you have follow-up questions about converting your accountant's copy to a regular company file or other QBDT-related concerns. I will answer them in any possible way.

4Gal
Level 11

Backup from Accountant Version to Desktop Pro Plus

@mick8553 

Which QB Desktop Accountant year version do they have?

Which QB Desktop Pro Plus year version do you have?

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