QB asks for password for Intuit file transfer when Intuit file transfer was NOT used

This isn't the kind of experience we want you to have while accessing your client's transferred file, @CindyMTM. That's why I'm here to provide solutions to this issue so you can get back to business in no time. Also, I appreciate you for performing some troubleshooting steps to isolate this matter.

You are asked to enter a file transfer password when opening, downloading and converting from ACFT (Accountant's Copy Transfer File). The password is created by the client upon creating an Accountant's Copy. Before we start fixing the issue, please know the following info:

• There's no password reset tool for the encrypted password on the Accountant's Transfer files.
• When you're unable to get the password from your client, let them remove the Accountant's Copy Restriction and re-send the Accountant's Copy again.
• If you received this password prompt from a file that you already converted to an accountant’s working file (.qba), the file is probably damaged.
• Remove the Accountant’s Copy restriction is IRREVERSIBLE. Make sure you have an agreement with your client and have them back up their company file before doing so.
• Ensure that your QuickBooks Desktop has the latest release.

Let start fixing this issue by removing special characters from the file name and path. Here's how:

1. Open your windows explorer and browse to the location where the company file is saved.
2. Check if the file name and file path have any special characters.
3. Remove the special characters in the folder name and file name as necessary.
4. Reopen the Accountant's Copy.

In case the problem continues, I'd recommend checking for possible data damage to your client's file. You can refer to this article's You are asked to enter password when downloading from ACFT section: Troubleshoot Accountant File Transfer service issues. It also includes details about sending an Accountant's Copy without using ACFT.

Also, I'm adding this article to learn more on how to fix various errors and unexpected results on an Accountant’s copy (.QBX) or on a company file (.QBW) in QBDT: Resolve errors when creating or working on an accountant's copy.

Let me know how it goes in the comments below. I'm just around to help if you have other concerns about accessing and downloading the client's transferred file in QBDT. Take care always.

I am having the same issue.  At the clients office using QB Desktop Premier 2023 I created an Accountants copy via the save file method to a USB drive. No password was asked for or created in the process.  When I try to convert the transfer file on the USB, I get the message it was sent to the transfer server, encrypted ... and asked for a File Transfer password.   It was never sent to the server so why is this not working?

I've got additional steps you can use to successfully convert the file, @cgreerwc.

When downloading from ACFT, you will be prompted to enter a password for file transfer. This is a security measure designed to protect the confidentiality and integrity of the data being transferred. It is a password created by the client upon creating an Accountant's Copy for their accountant.

Before proceeding with any troubleshooting steps, I recommend reviewing the important notices that were shared above.

After that, follow the solutions outlined by my colleague Rea_M to address the problem. If you already did these steps and are still experiencing the same issue, proceed with this troubleshooting:

First, remove the Accountant's Copy Restriction.

1. From the File menu, select Send Company File.
2. Click Accountant's Copy, then select Client Activities and click Remove Restrictions.
3. Select Yes, I want to remove the Accountant's Copy restrictions, and OK.

Then, re-send the Accountant's Copy using ACFT

1. Go back to the File menu and select Send Company File.
2. Click Accountant's Copy, then Client Activities.
3. Select Send to Accountant.

In addition, I suggest reviewing this article for more information on how to resolve errors and unexpected results when working with an Accountant's copy in QuickBooks Desktop: Resolve errors when creating or working on an accountant's copy.

This resource may provide valuable insights and solutions to help address any issues you may be experiencing.

Please keep me updated on your progress by leaving a comment below. I am here to assist you with any concerns you may have regarding converting and transferring clients' files. If you require further assistance, please do not hesitate to reach out. Take care and have a great day!

I went back to clients removed the restrictions, ran a rebuild, saved a transfer file to desktop and moved to usb, then moved to my laptop and it opened fine without a password.

Thanks

Hello there, cgreerwc.

I'm glad that your password issue has been resolved. This will guide other users that in case they'll experience the same issue, your steps will be a great help.

Anyway, if you have any other concerns with QuickBooks, you can always drop your comment below. We'd always be right here to help. Have a nice day!