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ArtyFacts123
Level 3

Convert accountant's copy of QB 2022 to a regular company file

Greetings,

Our client had just started a new Quickbooks company file on his computer (it was Quickbooks 2022 - probably not Pro), and we made an accountant's copy from that file (we have QB Accountant Desktop 2022).  We worked on this accountant's copy and did a bunch of entries and bank/credit card reconciliations (he had not done any reconciliations on his copy).

 

Subsequently, this client's computer had to be replaced, and he no longer has a working copy of his Quickbooks file.  Can we just convert our Accountant's copy to a regular company file? At a later date when he has a new computer set up, we'll give him a copy of this converted company file.  Is there anything that I should be mindful of before doing anything?  I don't think that he had many many entries on his own - so our office pretty much has the most accurate copy of his information. Thank you very much for your time and advise!!!

Take care! 

Solved
Best answer March 08, 2022

Best Answers
BigRedConsulting
Community Champion

Convert accountant's copy of QB 2022 to a regular company file

To convert an accountant's copy file to a standard file, start on the QuickBooks menu. 

Select File | Send Company File | Accountant's Copy | Convert Accountant's Copy to Company File/QBW:

 

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2 Comments 2
BigRedConsulting
Community Champion

Convert accountant's copy of QB 2022 to a regular company file

To convert an accountant's copy file to a standard file, start on the QuickBooks menu. 

Select File | Send Company File | Accountant's Copy | Convert Accountant's Copy to Company File/QBW:

 

Capture.JPG

ArtyFacts123
Level 3

Convert accountant's copy of QB 2022 to a regular company file

Thank you so much!  I made sure to make a backup copy before I did anything, and this worked like a charm!  Very easy!  Thank you! 

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