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HI,
I have a new client that uses 2020 QuickBooks Desktop. I just recently left public accounting to start by own business, so I only have the 2022 QuickBooks Accountant Desktop version.
What are my options to get her file open and make changes without her having to upgrade? Payroll is run outside of QuickBooks, so there has been no need for the upgrade.
Is there a way for me to get my hands on a 2020 Accountant version for myself?
We can still help get a one time license for QBD 2020 Premier but it is expensive (>$1000 for a single user license). Another option, use the trial version for QB Desktop 2020 Pro for 30 days.
Thank you, @Brandi_NLA, for expressing your concerns in our Community forum. I'd be pleased to give you precise details regarding your client's QuickBooks Desktop version.
There should be compatibility between QuickBooks Desktop and the accountant's copy. Thus, both of you should use the same QuickBooks versions. As Fiat Lux - ASIA suggested, you could offer that they purchase a one-time license that is equivalent to your version, or you can install a QuickBooks Desktop that is identical to their version.
Please be aware that you cannot access a company file in an earlier version of QuickBooks once it has been opened in a newer version.
To know more about the limitation of Accountant's copy in QuickBooks Desktop, please read this article: Use the Accountant's Copy.
You may want to suggest your client upgrading their QuickBooks Desktop 2020, especially that there is a QuickBooks Desktop service discontinuation after May 31, 2023. This indicates that QuickBooks Desktop for Windows 2020 will no longer offer access to add-on services.
Check out the articles listed below for information to gain more knowledge about the company file and prevent errors and mistakes in the future:
You can also provide them with this resource for comprehensive information if they want to upgrade their QuickBooks Desktop 2020: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.
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