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Level 1

making an accountants copy using jump stick

I need to make an accountant's copy using a jump stick for my accountant.

How do I make this copy, what do I use for a dividing date, and how do I

set up a password so that only my accountant can get into my QuickBooks?

Thank you,

Cheryl

Solved
Best answer February 05, 2019

Best Answers
Highlighted
QuickBooks Team

making an accountants copy using jump stick

Glad to have you here, @CS6.


Allow me to share some information on how you can create an accountant's copy of your company file and set a password for it.

 

Here's how:

  1. Go to File.
  2. Choose Send Company File.
  3. Select Client Activities.
  4. Click Save Files.
  5. Choose Accountant's Copy, then click Next
  6. Set your Dividing Date.  
  7. Locate the location of your jump stick (:F or any removable device).
  8. Click Save.

On the other hand, when you set a dividing date on the company file, it only means that it is the date range of the data that your accountant can only work on. To set it. Lastly, password can only be set for accountant copies that are sent via email.

 

For additional insights, you may check out this article: Use the Accountant's Copy.

 

If you need further assistance in creating an accountant's copy, I’d recommend reaching out to our Customer Care Team. An agent would be able to further help you via secured remote access session.

 

Here’s how to contact us:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Feel free to click the Reply button if you have other questions about creating an accountant's copy. I’m always here to lend a hand.

View solution in original post

5 Comments
Highlighted
QuickBooks Team

making an accountants copy using jump stick

Glad to have you here, @CS6.


Allow me to share some information on how you can create an accountant's copy of your company file and set a password for it.

 

Here's how:

  1. Go to File.
  2. Choose Send Company File.
  3. Select Client Activities.
  4. Click Save Files.
  5. Choose Accountant's Copy, then click Next
  6. Set your Dividing Date.  
  7. Locate the location of your jump stick (:F or any removable device).
  8. Click Save.

On the other hand, when you set a dividing date on the company file, it only means that it is the date range of the data that your accountant can only work on. To set it. Lastly, password can only be set for accountant copies that are sent via email.

 

For additional insights, you may check out this article: Use the Accountant's Copy.

 

If you need further assistance in creating an accountant's copy, I’d recommend reaching out to our Customer Care Team. An agent would be able to further help you via secured remote access session.

 

Here’s how to contact us:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Feel free to click the Reply button if you have other questions about creating an accountant's copy. I’m always here to lend a hand.

View solution in original post

Highlighted
Level 1

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...

Highlighted
QuickBooks Team

making an accountants copy using jump stick

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:

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. 

Highlighted
Level 1

making an accountants copy using jump stick

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

Highlighted
Moderator

making an accountants copy using jump stick

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.

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