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gnocchi
Level 3

Accountant got my QB file for accountants, yet he sees it as a regular (non-accountant) file

Hello There!

 

I sent my QB Desktop Accountant's file version via email to my accountant.

He was able to work with it fine, however when he tried to send his copy back

(so that I can continue working with the updated file in FY22) the system indicated

that the file he had was not an accountant's copy.

 

How can we get this resolved so that I don't have to manually enter every record

in the journal he had to make?

 

Thank you for your help! 

 

Marty

 

4 Comments 4
RCV
QuickBooks Team
QuickBooks Team

Accountant got my QB file for accountants, yet he sees it as a regular (non-accountant) file

Thanks for taking the time to scour our Community space for potential solutions, gnocchi. 

 

After sending the Accountant's Copy, QuickBooks adds an "Accountant's Changes Pending" reminder next to your company file name. We'll need to ask the client to check on their end if they see that reminder to restrict them from certain activities conflicting with the accountant's changes.

 

The message stays until you get the file back and import your accountant's changes, or until you remove the Accountant's Copy restriction. If they did not the reminder, they can create a back up your company file.  Then, you can send the accountant's file again. Just follow the steps and details in this article: Create an Accountant's Copy of your company file in QuickBooks Desktop

 

These articles are part of the Accountant’s Copy in QuickBooks. To learn more about this feature, check the following articles:

 

If the same something happens, there may be damaged data on your client's company file. They can run the Rebuild Data tool to fix any company file data issues.  Just follow the steps and detail in his article: Fix data damage on your QuickBooks Desktop company file.

 

Visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

 

The Community will always have your back if you need a hand with importing and exporting data or any QuickBooks related. Have a great day ahead.

gnocchi
Level 3

Accountant got my QB file for accountants, yet he sees it as a regular (non-accountant) file

Thank you for the quick response. 

 

Let me clarify, we sent our QB Desktop file - Accountant's copy to our accountant.

 

He is the one using the file and it is when he uses the QB web (I don't know the name; this is for sharing files between accountants and their clients) indicating that the file is not the accountant's copy. Therefore he is unable to share the file he worked on (with a few edits) back to us. 

 

Hope this helps and thank you for your help!

Rubielyn_J
QuickBooks Team

Accountant got my QB file for accountants, yet he sees it as a regular (non-accountant) file

Let me chime in and help import your Accountant's copy successfully into your company file, @gnocchi.

 

The steps provided by my colleague above are the detailed steps on how you can send data and import the changes made by your accountant. 

 

If there's an issue sending back the accountant changes to your QuickBooks, let's update your software to the latest release. This way, you always have the latest features and fixes. 

 

May I ask what error message when receiving the accountant changes? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

 

In addition to that, let me share this resource to resolve errors and unexpected results when importing accountant's changes

 

Fill me in if you have additional questions about managing the Accountant's copy in QuickBooks. I'm always around to help. 

gnocchi
Level 3

Accountant got my QB file for accountants, yet he sees it as a regular (non-accountant) file

Thank you for the additional tips,

 

The issue was when the accountant sent the file through the Intuit system, not when we worked with our own file and Quickbooks Desktop. Both the accountant's and software is up to date.

 

The matter seems to have been resolved through the manual approach. I'll update if we encounter this issue again.

 

Have a great day!

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