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DDWorks
Level 2

Error adding a job after sending Accountant's copy to Accountant

I sent my accountant my company file today through the file transfer service. Now I'm trying to add a job (I have Premier manufacturing) and I'm getting an error "You cannot edit this list element in the Accountant's Copy." I was not editing a list element, only adding a job. I know I ran into this problem last year and somehow figured it out. But I can't remember how to work around it. Anyone?

Error.jpg

Solved
Best answer March 04, 2021

Best Answers
JessT
QuickBooks Team

Error adding a job after sending Accountant's copy to Accountant

Hi DDWorks,

 

Yes, you can add a job while your file is pending for your accountant's changes. However, part of the error says, “in Accountant’s Copy”, which creates confusion because you're working on the company file, not on the Accountant’s copy.

 

Normally, we do the basic troubleshooting steps like running the Verify and Rebuild data utilities for random issues like this. However, you have a pending Accountant's copy. And for this reason, I would recommend contacting our Support team instead. That way, they can use a screen-sharing tool to see your setup.

 

If there's anything that I can help you with, feel free to comment below.

View solution in original post

7 Comments
Adrian_A
Moderator

Error adding a job after sending Accountant's copy to Accountant

I appreciate you for adding a screenshot, DDWorks.

 

You'll be prompted with that error message when you're trying to add data on the accountant's copy. That being said, we'll have to enter Job on your QuickBooks company file.

 

I've added these references as your guide:

 

 

I'll be around if there's anything that I can help. Keep safe!

DDWorks
Level 2

Error adding a job after sending Accountant's copy to Accountant

Those articles didn't help at all. I already know how to add and edit a job. They didn't address the problem I'm having adding a job after I've sent the accountant his copy.. 

 

Adding jobs is something I do on a daily basis and is integral to my business. I have to be able to do this. What am I doing wrong? Surely Quickbooks doesn't intend to lock companies out of this basic function while waiting for the accountants changes. Is there a work around? It's interesting that it let's me add a sub-job but not a job.

 

Up top it says "Accountant's Changes Pending". Am I using the wrong file? Is there another one I'm supposed to be using? Is there something in my settings that I need to check or uncheck?  Anything I'm trying to do is after the dividing date so I don't understand why there is an issue. Any other advice? I'm on a Windows 10 PC if that makes a difference.

LieraMarie_A
QuickBooks Team

Error adding a job after sending Accountant's copy to Accountant

I'm here to share some insights that I'm sure you'll find helpful while working with an accountant's copy, @DDWorks.

 

The message "Accountant's Changes Pending" shows at the top of your QuickBooks Desktop window to tell you that an accountant's copy of your company file has been generated. An accountant's copy enables you to work on current transactions while the accountant runs on transactions from previous fiscal periods. 

 

However, there are limitations to what you can do after creating an Accountant's Copy. This is to make sure you and your accountant don't conflict the changes to the company file. Refer to this article for more details: Use the Accountant's Copy.

 

When your accountant finishes, you can import the accountant's changes into your company file. Although you can remove the message, this prevents you from importing the accountant's changes. However, you can still enter the changes manually.

 

Here's how to remove the restrictions:

  1. Go to the File menu.
  2. Select Send Company File, then Accountant's Copy.
  3. Choose Client Activities, then click Remove Restrictions.
    Capture.PNG
  4. A warning appears. Read it and make sure you want to remove the Accountant's Copy.
  5. Select Yes, I want to remove the Accountant's Copy restrictions. Click OK.

 

Additionally, in case you run some errors, you can check our guide on resolving errors and unexpected results when importing accountant's changes.

 

Should you have further questions or concerns while working with an accountant's copy, don't hesitate to comment below. I'm always here to help. Have a good one.

DDWorks
Level 2

Error adding a job after sending Accountant's copy to Accountant

I don't think what I'm trying to do is one of the limitations. From the article you suggested:

 

While accountant changes are pending

You can work in the .QBW working file to make changes to transactions in the current period, after the dividing date. Here's what you can do:

  • Add new entries to any of your lists
  • Create, edit, and delete transactions
  • Edit the list information
  • Turn on Payroll

The error I'm getting is a list error yet this says I can edit lists. It also says I can create and edit transactions. I'm not sure if adding a job is a list or transaction but it's something I should be able to do. Not allowing the creation of a job is like not allowing the creation of an invoice! It's essential to the use of the software. 

 

You keep responding as if this is a normal function of working with the accountant's copy but I don't think it is. I think it's an error of some sort and I would appreciate a reply that regarded it as such. 

DDWorks
Level 2

Error adding a job after sending Accountant's copy to Accountant

I don't think what I'm trying to do is one of the limitations. From the article you suggested:

 

While accountant changes are pending

You can work in the .QBW working file to make changes to transactions in the current period, after the dividing date. Here's what you can do:

  • Add new entries to any of your lists
  • Create, edit, and delete transactions
  • Edit the list information
  • Turn on Payroll

 

The error I'm getting is a list error yet this says I can edit lists. It also says I can create and edit transactions. I'm not sure if adding a job is a list or transaction but it's something I should be able to do. Not allowing the creation of a job is like not allowing the creation of an invoice! It's essential to the use of the software. 

 

You keep responding as if this is a normal function of working with the accountant's copy but I don't think it is. I think it's an error of some sort and I would appreciate a reply that regarded it as such. 

JessT
QuickBooks Team

Error adding a job after sending Accountant's copy to Accountant

Hi DDWorks,

 

Yes, you can add a job while your file is pending for your accountant's changes. However, part of the error says, “in Accountant’s Copy”, which creates confusion because you're working on the company file, not on the Accountant’s copy.

 

Normally, we do the basic troubleshooting steps like running the Verify and Rebuild data utilities for random issues like this. However, you have a pending Accountant's copy. And for this reason, I would recommend contacting our Support team instead. That way, they can use a screen-sharing tool to see your setup.

 

If there's anything that I can help you with, feel free to comment below.

View solution in original post

DDWorks
Level 2

Error adding a job after sending Accountant's copy to Accountant

Thank you JessT! That is helpful. I will contact them. I did find a temporary (and inconvenient) work around. I opened 'Add Multiple Customer Jobs', chose an existing job from the same customer, right-clicked, chose duplicate and changed the job number. Then I was able to edit it like normal in the Customer Center. In case someone else runs into the same problem and needs a solution right away. But I will still contact product support. Thanks again!

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