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OPENING A CLIENT QBB

HI! my client has no admin PW and never did set one up initially.  How do I go about opening his 2016 QB backup on my 2018 accountants' version without a PW?

Thank you

Solved
Best answer 02-28-2019

Accepted Solutions
QuickBooks Team

Re: OPENING A CLIENT QBB

Thank you for adding a post, @yehyehbookkeeping.

 

I'd be glad to help share information about opening/restoring a client file with QuickBooks Accountant 2018 version.

 

If it's a client's backup file that need to restore/open with your accountant version of QuickBooks and the client did not set up any password, then there shouldn't be any problem opening the file. It shouldn't ask for a password once you open it with QuickBooks 2018.

 

To open the file, you'll just need to enter Admin on the username and leave the password as blank.

 

However, if there's a password and you are asked to enter a password, you can use the automated password reset tool to help you reset it in QuickBooks Desktop. For the detailed steps and instructions, you may check this article: Use the Automated Password Reset Tool for QuickBooks Desktop.

 

Also, for additional reference about restoring a backup file, you may check this article: Restore a backup of your company file.

 

Please keep me posted if you have any other QuickBooks concerns, I'm always here to help you. Have a good day!

6 Comments
QuickBooks Team

Re: OPENING A CLIENT QBB

Thank you for adding a post, @yehyehbookkeeping.

 

I'd be glad to help share information about opening/restoring a client file with QuickBooks Accountant 2018 version.

 

If it's a client's backup file that need to restore/open with your accountant version of QuickBooks and the client did not set up any password, then there shouldn't be any problem opening the file. It shouldn't ask for a password once you open it with QuickBooks 2018.

 

To open the file, you'll just need to enter Admin on the username and leave the password as blank.

 

However, if there's a password and you are asked to enter a password, you can use the automated password reset tool to help you reset it in QuickBooks Desktop. For the detailed steps and instructions, you may check this article: Use the Automated Password Reset Tool for QuickBooks Desktop.

 

Also, for additional reference about restoring a backup file, you may check this article: Restore a backup of your company file.

 

Please keep me posted if you have any other QuickBooks concerns, I'm always here to help you. Have a good day!

BRC
Established Community Backer ***

Re: OPENING A CLIENT QBB

RE: my client has no admin PW and never did set one up initially. How do I go about opening his 2016 QB backup on my 2018 accountants' version without a PW?

 

It's just like opening a file with a password, only don't enter a password.

Community Explorer **

Re: OPENING A CLIENT QBB

Thank you!
It worked......................I didn't think it would be my information!

 

Another question, my client has the 2016 Mac QB Desktop version and I have the 2017 Pro or 2018 Accountants versions.  If I update the information, would I be able to send the file back to my client and he would be able to update his books?

Community Explorer **

Re: OPENING A CLIENT QBB

Thank you!
It worked......................I didn't think it would be my information!

 

Another question, my client has the 2016 Mac QB Desktop version and I have the 2017 Pro or 2018 Accountants versions.  If I update the information, would I be able to send the file back to my client and he would be able to update his books on his Mac 2016 QB?

QuickBooks Team

Re: OPENING A CLIENT QBB

Yes, you can send the file back to your client so they can also update their books, yehyehbookkeeping.

 

The QuickBooks Desktop 2016 (Windows and Mac) will be discontinued after May 31, 2019. If you don't use any of the add-on services in the program, your product will still continue to work. 

 

You can read about the QuickBooks Desktop service discontinuation (Disco) policy and upgrade information in this article.

 

You can always leave a comment anytime if you have questions. We're here for you.

BRC
Established Community Backer ***

Re: OPENING A CLIENT QBB

RE: If I update the information, would I be able to send the file back to my client and he would be able to update his books on his Mac 2016 QB?

 

Well, sort of:

- If you upgrade the file to a newer version of QB, then the client probably won't be able to open it, though perhaps if you create a copy of the file for the Mac they will.

- If you make change to the file, and if they can open the file, then they'll have to abandon any changes they're making while you have the file.  If they're not making any changes (essentially not using QB) while you have the file, then this can work.  Otherwise probably not.