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RB53
Level 1

Accountant's Copy Change File

Is it possible to download the accountant's change file a second time? The client lost the thumb drive that was provided to them to upload the file and currently having issues updating their files with all my changes. 

 

1 Comment 1
Mich_S
QuickBooks Team

Accountant's Copy Change File

Yes, it's possible to download the accountant's change file for the second time, @RB53.

You have two alternatives for getting their changes. You can save an Accountant Changes file from your accountant on your hard disk. They can also send their changes via the Accountant's Copy File Transfer service.

 

To start, make sure to import your accountant's changes first:

  1. If you haven’t done it yet, back up your company file so you have a save point.
  2. If you use QuickBooks Desktop Enterprise, turn off any Advanced Inventory features you're currently using. Turn them back on after you import the changes.
  3. From your QuickBooks Desktop, open the File menu and then click on Send Company File.
  4. Choose Accountant's Copy and then Client Activities.
  5. If your accountant sent you their changes in an Accountant’s Changes file, choose Import Accountant Changes from File. Search your computer for the file. It should have a .qby extension at the end of the filename.

Follow step 2 from this article to review your accountant's changes: Import your accountant's changes into your company file in QuickBooks Desktop.

 

Feel free to leave a comment for further questions about this matter or QuickBooks. We're here to back you up. Stay safe!

 

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