Convert Accountants copy to QB's Premier edition

If you are referring to how to merge the changes an accountant made, the only way to do that is if you're using the file from which you started the process - and you didn't cancel it.

If you mean that you're using a different file from the one where you started the process, there is no way to merge the changes the accountant made.

@Miram2022 

You need to open your QBX file on QBD 2021 Accountant and convert it to QBW file. You can still purchase the one time license for it if required. 

Thank you for your response!  It is a 2022 file.  So I would need to purchase another QB's to be able to get that file? 

It is 2022 accountants copy and i am currently running a 2021 premier edition.  I was hoping to be able to add/convert it into my edition and setup as the separate co it is.  I dont want to have to purchase another qbs file if not necessary?

Welcome back to the thread, Miram2022. I'll be providing details on how converting an accountant's copy works with a standard version of QuickBooks Desktop. Then, to ensure you're able to perform the process by following the steps below.

When converting Accountants copy to a regular company file or QuickBooks premier edition, you'll have to make sure that Accountants' Copy and QuickBooks Desktop versions are compatible. 

Then, when performing the process of converting, you'll have to use the same year of QuickBooks Desktop to avoid any issues. However, you can still work on the Accountant's Copy using a different version as long as the gap between the versions is just one year. With this, you can convert the Accountants copy 2022 to your 2021 Premier edition without purchasing another one. 

To start with, you'll have to secure a backup copy of your company file so you can restore your file in case you ever run into a problem with your data.

Once done, you can now begin following the steps below on how you can change the accountant’s copy to a regular company file in QuickBooks Desktop.

Here's how:

1. Go to the File menu. 
2. Choose Send Company File and Accountant's Copy.
3. Select Convert Accountant’s Copy to Company File/QBW.
4. Click OK to confirm you want to convert the file.
5. Open the folder you want to save the .QBW file in, and rename the file. 
6. Choose Save. Then, select OK once you’re done converting.

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

Lastly, you may refer to this article to see various features that are included in the QBDT 2022 and how you can use them to benefit your business in case you want to upgrade to the latest version: What’s new in QuickBooks Desktop 2022.

If you have any other clarifications about converting from accountant’s copy to regular QBDT, you are always welcome to click the Reply button below. I'll be more than happy to help you, Miram2022. Keep safe a have a great week ahead!

@Miram2022 

I'm not sure you can convert a QBX file created in QBD 2022 to a QBW file to open in your QBD 2021. You must purchase a one-time license for QBD 2022 Accountant to replace your Premier QBD 2021. I can share the trial code for QBD 2022 Accountant if needed.

Hi!

I cant replace my QBD premier as i am already working a company in it.  I was hoping to avoid having to run 2 different versions of QBs.  Yes, if you have a code to use for qbs accountant, i would be so grateful.  Thank you!

Frankly, you have to prepare yourself with this scenario. Actually, QB Desktop Accountant = QB Desktop Premier + Accountant toolbox. Send a private message to me and you can ask the trial code.

hi,

I currently have the accountants copy as a QBX file which the prior CPA told me that it is just an accountants copy and is 2022.  I do not see where I am able to convert it and add it as a separate company in my current premier version of 2021.  Do I need to get a separate license to be able to get that file and be able to install it?

Thanks!

Hi,

I am picking this client up and it is the copy that his previous firm had.  Based on responses, I am going to have to install another QBD file so that I can get access to what his previous firm sent me as it is a QBX file of an accountants QBD.

Can i set up my in house accountant as an external accountant and then how do I gain access to the accountants toolbox? We have quickbooks desktop premier for contractors 2021.

I don't want to have to purchase another file as another person mentioned- I'd be fine Paying for the accountants toolbox though I imagine this is not an option. 

Besides that, what other benefits do I have setting up an in-house external user as external accountant? Is there any other way to get the accountants toolbox?

@Brittany1987 

Accountant Toolbox feature is only available on Premier Accountant and Enterprise Accountant. You can still purchase the one time license for QB Desktop 2021 Premier Accountant and QB Desktop 2022 Premier Accountant.

I'm pleased to have you here in the Community today, @Brittany1987. I'd be glad to share some details about your concern so you can get through this and set up an external accountant in QuickBooks Desktop (QBDT).

Please be aware that the Accountant ToolBox feature is only available on QBDT Premier Accountant and Enterprise. You can consider purchasing a license for QuickBooks Desktop Premier for Accountant or QuickBooks Desktop Enterprise so you can proceed to add an external accountant and utilize the feature.

Feel free to visit this page to see the latest plans and pricing for QuickBooks Desktop products: QuickBooks Desktop Products Plans and Pricing.

If you've chosen to upgrade to any of those products that I've mentioned, you'll then want to set up an external accountant. Please know that your accountant should have a ProAdvisor subscription to use the Accounting ToolBox feature. I'll input the steps below so you can proceed.

For Pro or Premier users, here's how:

1. Select Company, Set Up Users and Password, and then Set up Users.
2. Select Add User. Fill out the User Name, Password, Confirm Password, and then select Next.
3. Select External Accountant and then select Next.
4. Select Yes to give access to your new user and then Finish.

For QuickBooks Enterprise users, these are the steps:

1. Select Company, Users and then select Users and Roles.
2. Enter your Admin Password and then select OK.
3. From the User List, select New.
4. Enter a User ID and an optional Password.
5. From Available Roles, select the External Accountant role, and then select Add.
6. Enter the user’s email address, then select OK.
7. From the confirmation window, select OK.

You can visit this article for more information about adding an external accountant in QBDT: Set up an External Accountant user in QuickBooks Desktop.

Additionally, I've got you these articles to ensure that your device is able to meet the application's system requirements:

• System requirements for QuickBooks Desktop 2021.
• System requirements for QuickBooks Desktop 2022.

You may also visit this page in case you encounter issues accessing your data in the future: Fix data damage on your QuickBooks Desktop company file.

Don't hesitate to reach out to me if you need further assistance setting up an external accountant  or need help performing specific tasks in QuickBooks, @Brittany1987. I'll be happy to help you out again and make your QuickBooks experience awesome. Take care, and have a good one!