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sniper57
New Member

Accountants changes pending

Can I transfer my Quickbooks desktop files to Quickbooks online while accountants changes are pending?

1 Comment 1
Rea_M
Moderator

Accountants changes pending

Hello, sniper57! I'm excited to welcome you to the Community and see your first post here. I understand how important it is to transfer your QuickBooks Desktop (QBDT) company file to QuickBooks Online (QBO). Let’s discuss how you can proceed with the migration while there are pending changes from your accountant. You should be able to get back to managing your business in no time.

 

While the accountant's changes are pending, transferring QBDT files to QBO is unavailable. However, I recommend consulting your accountant to confirm whether you can lift these restrictions for migration. Please note that this action is permanent, and changes won't be imported into the company file after restrictions are removed.

 

If you wish to get rid of the Accountant's Copy restriction, follow these steps:

 

  1. Go to the File menu and select Send Company File.
  2. Choose Accountant's copy, then Client Activities.
  3. Pick Remove Restrictions80.PNG
  4. Hit Yes, I want to remove the Accountant's Copy restrictions, then OK.

 

If you decide to wait for your accountant's changes before transferring your QBDT file to QBO, you'll have to import their changes to update your company file.

 

You can find more insight about the Accountant's Copy through this article: The Accountant's Copy workflow, limitations, and guide.

 

Once you're ready, you'll be all set to move your desktop company file to QBO. For a comprehensive guide, check out this article: Migrate your QuickBooks Desktop file to QuickBooks Online. It also includes steps to help you get started with the online version of QuickBooks.

 

Additionally, have you heard about our QuickBooks Live Expert Assisted team? They excel at simplifying the way you manage entries and handle your finances. I highly recommend exploring their services; you might find their support to be a significant boost for your accounting journey!

 

If you have additional questions or clarifications about the details and methods I shared above, please don't hesitate to let me know by clicking the Reply button below. I'm always ready to help you out. Take care and have a good one.

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