Question

accountant's copy

Forum|Forum|4 years ago
May 15, 2022
2 replies
10 views

I moved from qb2019 to the online version last week while my accountant had my copy of QB. I was using the accountants copy when I came to the online version. I now have the accountants changes that need to be implemented but I do not know how to get the changes into the online version. I have invited the accountant to the online version but he has not been in the office to accept yet. Can I implement the changes my accountant made for the desktop version on the online version? Or do I need to incorporate the changes to the desktop then try to upload to the online version again? In that case, I would lose work that I have completed and I would prefer not to do that. Thanks.

QuickBooks Online

Fiat Lux - ASIA

Level 14

@spencermech wrote:
Or do I need to incorporate the changes to the desktop then try to upload to the online version again?

Yes, you have to do this one. If you are using QBO Simple Start, you should open a new blank QBO account instead and cancel the old one.

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JenoP

QuickBooks Team

I'd be glad to help with your question accountant's copy, spencermech.

Importing changes from your accountant applies to the Desktop file. It will not affect the data that's already imported to your QBO account.

Please know that any secondary upload from Desktop will overwrite the data that was part of the original migration. It means that new transactions created in QBO will be deleted if new upload will be made.

If you have not created any transactions in the online version, you can implement the accountant's changes. Then, proceed to uploading the file to using the same steps when you move from Desktop to QBO.

If new transactions are already recorded in QBO, it's best to wait for the accountant to accept the invite. Then, ask the accountant to make the changes and audit in QuickBooks Online.

Let me also share these articles for additional references after moving to QBO:

Don't hesitate to reply to us if you have follow-up questions with the details we've shared with you. You can also create new threads if you need anything else with QuickBooks.

3

3rriverview

Basically, the same thing for me, but without putting new transactions in QBO. Do I need to export it from 12/31 or just 1/1? Does this make sense?

MichelleBh

Level 8

I will assist you in determining the date of your accountant's copy to import, 3rriverview. This ensures that the data you transfer to QuickBooks Online is correct.

Importing your accountant's copy date is determined by when the data for the next period ends and begins. Consequently, only you and your accountant can choose whether to import on December 31 or January 1. If you need more clarification, I'd recommend consulting with your accountant to ensure the data you import is correct.

Additionally, accountants can only modify transactions that fall on or before the dividing date. In contrast, clients can only modify transactions in their working file that fall after the dividing date to prevent conflict or the possibility of overwriting changes.

Once confirmed, you can follow the steps outlined in this article: Create an Accountant's Copy of your company file in QuickBooks Desktop.

Moreover, check out the following articles below to learn how to convert an accountant's copy to a regular file, import an accountant's changes, and other related matters:

It was my pleasure to assist you today. Thank you for giving me the opportunity to help, 3rriverview. Please let me know if you need further help. Keep safe always.

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