QBD 2020 not able to create an accountant copy

I understand the need to create an Accountant's copy of your company file, warsheep. I've come to provide information to help you send a company copy to your tax professional.

When creating Accountant's copy in QuickBooks Desktop, you need to ensure to turn off any Advanced inventory features you're currently using in your file. Then, you may create the file by saving it on a USB or online hosting service or use the Accountant's Copy File Transfer Service to send the file through the web. Please know that doing this process requires your usage data to be shared with Intuit, and you're unable to turn it on again if you're considering turning off this feature.

With this, you may refer to these steps if you want to send the file using the Accountant's Copy File Service:

1. Go to the File menu and hover over Send Company File.
2. Hover over Accountant's Copy, then Client Activities.
3. Press Send to Accountant and click Next.
4. Select Accountant's Copy and then Next.
5. Enter the dividing date. Then, click on Next.
6. Type in your accountant's email address.
7. Create a file password for the file. Your accountant needs this to open it.
8. When you're ready, select Send.

I'm sharing this reference for more detailed insights: Create an Accountant's Copy of your company file in QuickBooks Desktop.

Furthermore, you may utilize this guide to help you change your accountant's copy working file to a regular company file in your desktop account: Convert an accountant's copy to a regular company file.

I'll be on this thread for any additional questions you may have when managing your QuickBooks file. Just keep me posted in the comments below, and I'll make sure to get the help you need. Take care and have a great day ahead!

My QuickBooks 2020 shows a message of “Accountants Copy File Transfer is no longer available for this version of QuickBooks”

@JanBeau 

This feature would be disabled once your version has outdated. You can create a QBX file, upload it to any cloud drive, and share it with your accountant.

Hi there, @JanBeau.

Allow me to share some insights to help you clear things out in creating an Accountants copy in QuickBooks Desktop (QBDT) 2020 version.

As of May 31, 2023, all versions of Desktop 2020 along with its add-on services will be discontinued with QBDT 2020. This means that you will no longer be able to access desktop services.

Also, you will not be able to subscribe to live technical support or any other Intuit services that are integrated with QBDT. Furthermore, discontinued versions will no longer receive the latest security patches and updates after the said date.

You can visit this article for more detailed information: QuickBooks Desktop service discontinuation policy.

Moreover, as a workaround, you can create a special version of your company file to send to your accountant, as 4Gal said.

I am including some helpful modules to guide you in updating your QuickBooks license and product info, managing your desktop subscription, and streamlining your accounting tasks.

• Change a QuickBooks Desktop license number or product code.
•  Manage your QuickBooks Desktop subscriptions and services.
• What’s new in QuickBooks Desktop 2023

If you have any more questions or need further assistance with creating an Accountants copy in QuickBooks Desktop, please feel free to reach out. We're here to help you navigate. Take care!