cancel
Showing results for 
Search instead for 
Did you mean: 
hmartin1107
Level 1

QuickBooks Accountant's Copy Import Issues

I have a couple of issues.

 

First, I have a client who restored the accountant's copy fine. Then went to back up, was told to rebuild and received error codes that couldn't be fixed. Told them to run File Doctor and try again. They decided to just try and back up again the next morning and it backed up fine. Why would it keep doing this with the 1st backup attempt and not the 2nd one?

 

 

 

Second, I have a client that I enter in a check that has multiple accounts and classes (about 20 classes). The check keeps not importing when I send the accountant's changes back. This has been an ongoing problem. It is usually that month's checks that don't import. I copy the check from another month and updated the numbers, but it still won't import. Any reasons why?

 

 

 

Thanks for any help!

2 Comments 2
qbteachmt
Level 15

QuickBooks Accountant's Copy Import Issues

For this: "The check keeps not importing when I send the accountant's changes back. This has been an ongoing problem. It is usually that month's checks that don't import."

 

Especially with Class, it can be internally out of balance.  Because you told us this: " I copy the check from another month and updated the numbers, but it still won't import"

 

I would recommend a different method. In the working file, have the client open that Write Check that is already in their file, use the icon in the ribbon or Edit menu to make a Copy, change all values to .01 and then Memorize it as Do Not Remind Me. Then they hit Clear.

 

Now you can give them the Details, each time. In their file, they double-click the entry on the Memorized Transactions List and update it for that spending, that date, your details that you provide. This assumes they don't bother to make their own Banking entries nor get it from Banking Downloads? If it already exits, they can simply Edit theirs to enter your Split Details per your direction.

KhimG
QuickBooks Team

QuickBooks Accountant's Copy Import Issues

Thanks for reaching out to the Community, @hmartin1107.


I'm here to share some information about working on an accountant's copy in QuickBooks Desktop. 

 

You may encounter several errors and an unexpected result when working on an cccountant’s copy (.QBX) or on a company file (.QBW). If the checks went missing after sending the accountant’s changes back to the client, it’s possible the company file is damaged.


There are several troubleshooting steps you can try to resolve the problem. Here are some of them:

1. First, copy the file locally.

  • If you are opening the file from a portable drive (USB or thumb drive), copy the file locally.
  • If the file is saved on a server, either copy the file to the local drive or perform the task on the server.

2. Then, create a QuickBooks portable company file.

3. Resolve the data damage on your company file.


For other recommended solutions, please check out this article: Resolve errors when creating or working on an accountant’s copy.


Issues when doing a backup can be resolved by using the Verify and Rebuild Utility Tool. However, since the problem wasn't resolved by a simply running the tool, I suggest giving our Technical Team a call for further assistance.


They can take a better look at your company file in a secure environment, which we are unable to do in this public forum using the screen-sharing tool and see what’s causing the problem. Here’s how to contact support:
1.    Go to: https://help.quickbooks.intuit.com/en_US/contact.
2.    Choose your QuickBooks Product.
3.    Select your QuickBooks version.
4.    On the Contact Us page, click a topic.
5.    Click on the Get Phone Number button to see the support number.


Please give them a call and let me know how it goes. I'll be waiting for your response. Thanks for dropping by and take care!

Need to get in touch?

Contact us