Accountant Changes

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@JoesemM wrote:

Welcome to the Community space, @Mendez3535. I'd be glad to help share information about accountant changes.

 

Yes, it's possible to send an accountant changes and still work on the Accountant's copy using a different version as long as the gap between the versions is just one year. Just make sure that your accountant has a more recent version of QuickBooks. For more details about this one, see the Use the Accountant's Copy article. 

 

To learn more about adding your accountant’s corrections to update your accounts, please check out this article: Import your Accountant's Changes.

 

I've also added these articles to help you successfully import the file:

• Resolve Errors and Unexpected Results When Importing Accountant’s Changes.
• Resolve Errors When Creating or Working on an Accountant’s Copy

 

In case you want to upgrade your older company file to work in a newer version of QuickBooks Desktop. Just scan through these articles for detailed steps: 

 

• Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.
• Upgrade your company files after you switch to a new version of QuickBooks Desktop.

 

Keep me posted if you need clarifications. I'll more than happy to help you. Have a blissful day, @Mendez3535.

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Thank you for your response.

Just to be sure it will work. I as the accountant will upgrade the Quick-books 2014, where I have all my changes I made for last year's closing of the books, to Quick-books 2015. Then, I will send the accountant changes to the client who is still using Quick-books 2014.

Just for your information, once the client has all the changes from the last year closing's, she is planning to buy the annual Quick-books 2022 license since the 2014 Desktop version  is no longer serviced by Intuit.

Please advise.

Thanks.