making an accountants copy using jump stick

I followed the instructions, but it did not save to the pen drive.

Now I don't know where to find it. I need to get info onto the pen drive...

Hello there, lesjo449.

Thanks for getting back to us. I'm here to help ensure you're able to save your accountant's copy to the pen drive.

I appreciate you for taking the time to follow the steps provided by my colleague to create an accountant's copy of your company file and set a password. Now, you can try to save it on your desktop file and copy and paste it to your pen drive. 

In addition, you can send directly the accountant's copy to your accountant using the Accountant's File Transfer Service feature in QuickBooks. To learn more about this feature, you can check these articles below:

• Accountant's File Transfer Service.
• Troubleshoot Accountant File Transfer service issues.

If you need further assistance with the steps, I encourage you to get in touch to our QuickBooks Desktop Support Team. They have additional tools to pull up your account and do a remote session. 

1. Within your QuickBooks Company file, select Help at the top menu bar.
2. Click QuickBooks Desktop Help.
3. Alternatively, you can also press F1 on your keyboard
4. Give a brief description of your issue and click Continue.
5. We’ll provide you a few options. You choose which one is best for you.

Please let me know how it goes by clicking the Reply button below. I'm always here to help you out if you have other questions about the accountant's copy. Have a good one. 

I am trying to create an accountant copy; however, the send file area is greyed out.

Hello dear, Tammy2020. 

Let's check if this has something to do with the data integrity issues. Now, let's run the verify and rebuild to check data issues within your company file and resolve this as soon as possible.

Here are the steps that will walk you through verifying the data:

1. Click the File menu.
2. Select Utilities.
3. Choose Verify Data.
4. If the Verify Data pop-up window appears, just click OK.

Then, here's how to run rebuild data:

1. Go to the File menu.
2. Choose Utilities.
3. Select Rebuild Data.
4. QuickBooks will prompt you to create a backup copy, click OK.
5. Follow the on-screen instructions to complete the backup. 
6. Once the process is complete, click View issues.
7. Close the QuickBooks Verify/Rebuild Results window.
8. Close and open QuickBooks again to ensure all components are updated.

Please give me an update on how these steps work for you. I hope you're fine today. Take care.

I've just had another occurrence of QB adding a password to an accountant's copy saved to a flash drive. This happens occasionally. Is there a way to prevent it or a password to enter to open the file?

Any help would be greatly appreciated.

Jack Price

Greetings @jackp0517,

Thanks for checking in with the QuickBooks Community. I’d be happy to help get your Accountant’s Copy fixed up.

Typically, when a password prompt appears, and you have not password protected the Accountants Copy, it indicates that the file was damaged.

In this case, you will need to remove the Accountant’s Copy Restriction and recreate/resend the Accountant’s Copy.

As always, please be sure you have a current backup of your company file prior to making the copy.

You’re all set! Have a great day, and let me know if you need anything else.