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pedalbiker53
Level 1

open accounts copy

I am using QB pro 2016.  I removed the restrictions before receiving the accountants changes.  How do I open the accountant changes file to manually make changes?  Thanks for your time and help

6 Comments 6
IamjuViel
QuickBooks Team

open accounts copy

Hello, @pedalbiker53.

 

Once you remove the restrictions, the initial Accountant's Copy you've created in QuickBooks will also be voided. Also,once the restriction has been removed, the changes in the current Accountant's Copy will not be imported to the company file.

 

On the other hand, you can import the changes your accountant made into your account and automatically update your company file. You can refer to this article for step-by-step instructions: Import your accountant's changes into your company file in QuickBooks Desktop.

 

Leave a comment below if you have other questions. I'm always here to help.

pedalbiker53
Level 1

open accounts copy

I need to open the accounts changes file so I can manually enter the changes.  I can not import the changes file

pedalbiker53
Level 1

open accounts copy

I need to open the accountant changes file to put changes in manually.  I can not import the file

MirriamM
Moderator

open accounts copy

Hello again, @pedalbiker53.

 

Right now, manually adding the accountant changes isn't an option. As mentioned by my colleague @IamjuViel, you can import the changes made by your accountant into your account and automatically update it to your company file.

 

For guidance on how to complete the process of importing, you can open the article provided above. 
 

I can see how adding this option could help your business exemplify its style. I'll be sure to submit feedback, which is sent to our Product Development Team when considering features to introduce in software updates. QuickBooks is constantly improving thanks to the ideas provided by users, like yourself.

 

If you have any other questions about QuickBooks, get back to me by commenting below, I'm here to answer it for you. Have a great day!

pedalbiker53
Level 1

open accounts copy

I received the accountant changes in an excel spreadsheet.  This is one of the lines.  How would I First National Bank Accounts Payable Credit Card Fees 92.92
First National Bank credit card fees Credit Card Fees Accounts Payable 92.92 these changes

First National Bank   Accounts Payable Credit Card Fees   92.92  
First National Bank credit card fees Credit Card Fees Accounts Payable 92.92    
Fiat Lux - ASIA
Level 15

open accounts copy

@pedalbiker53 

Ask your accountant to prepare the JE data with template like this in XLS

RefNumberTransaction DateAccountDebit Credit MemoNameClassBillableIs AdjustmentCurrencyExchange RateHome Currency AdjustmentAmounts in Home Currency
127/09/2020Checking  130PR 092518John Smith NN    
127/09/2020Wages200 PR 092518John Smith NN    
127/09/2020Payroll Taxes Payable 50PR 092518John Smith NN    
127/09/2020Health Insurance Payable 20PR 092518John Smith NN    

 

Then you may utilize the 3rd party tool to import them in bulk into your data file

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

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