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Macpooz
Level 1

uploading QBA file into QuickBooks accountants not working

I am uploading a QBA file into QuickBooks accountants, but I do not see that on the bank feed. What should I do?

2 Comments 2
Dandie_A
QuickBooks Team

uploading QBA file into QuickBooks accountants not working

The possible reason why the QBA file is not uploading in QuickBooks Desktop Accountant is that the version of the accountant's software does not match your client’s version of QuickBooks Desktop, Macpooz.

 

Before we proceed, did you encounter any errors while trying to upload your QBA file into QuickBooks Accountant? If so, you can check for solutions regarding errors encountered when creating or working an accounting copy.

 

To ensure everything goes smoothly, it's essential that your client's QuickBooks version matches yours. For example, if they’re using QuickBooks Desktop Premier 2022, you’ll need QuickBooks Desktop Accountant 2022 to open their Accountant's Copy. This will help prevent any compatibility issues.

 

Just a heads-up, QuickBooks Desktop and Enterprise 2024 offer ‌best-in-class data security, which is higher than in QuickBooks Desktop or Enterprise 2023 and older. Accountants can’t update client company files in QuickBooks Desktop 2024. You’ll either need to use the older version of QuickBooks Desktop Accountant or have your client update their file to QuickBooks Desktop 2024, then send a new accountant’s copy.

 

For more information on using the accountant's copy, you can refer to this article: Accountant's Copy in QuickBooks Desktop.

 

If you have any further questions or anything else related to QuickBooks, feel free to leave a comment below.

SIAB
Level 7

uploading QBA file into QuickBooks accountants not working

@Macpooz  

Which QB Desktop year version is your client using?

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