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Join nowWhen my client sends me their accountant's copy I can download it fine but when I go to make any changes it acts like it is saving but then gives me an error message and kicks me out of QuickBooks. We have both updated our QuickBooks, restarted our computers, even tried it on a different computer in my office and get the same results. How do I fix this?
Hi @HeatherP5,
Thank you for bringing this issue to our attention. I'll point you in the right direction for support with your concern.
We have an open investigation about this specific issue you stated above. I suggest you contact our Technical Support team, that way they can include you in the list of our affected users. You'll also receive a notification email whenever there's an update on the situation.
Take a look at this article for the steps: Contact QuickBooks Desktop support.
On the same note, I suggest you view this article: Convert an accountant's copy to a regular company file. Follow the steps listed here so you can continue working with the company file without restrictions.
I'm just a post away if you have other concerns with your Accountant's Copy. Tag me in the comments below, and I'll get back to you.
I can provide an update about the issue, TinaME.
I've checked and found out the investigation about the error while working on the accountant's copy has been resolved. The solution provided by our Product Team is to make sure that both the client and accountant's QuickBooks are installed with the latest release.
Here's how to update QuickBooks:
You can also download specific updates directly from our website. Before doing so, you need to backup your company file.
When the download finishes, open the file to install the update. After the install, restart your computer. Then, open the newest download QuickBooks and restore the file from there.
Once all set, your client can create an Accountant's copy again and send it so you can make changes to their books.
Check out this link to learn the workflow of this feature: Use the Accountant's Copy.
If you're still receiving the same error, I recommend contacting our QuickBooks Desktop Team. They can isolate why you're still getting the issue.
Let me know if you have follow-up questions by commenting below. I'll be right here to help ensure you're able to get error-free while working on the Accountants' copy.
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