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My accountant says the Accountant's Copy I sent him is corrupted. How do I create a new Copy for him? I'm using QB Desktop 2019 Pro.
Solved! Go to Solution.
I appreciate you getting back to us, KeithCW.
To answer your question, yes, you'll need to remove the accountant's copy restrictions to recreate a new file.
However, before doing so, I'd suggest creating a backup copy of your data to save everything in your company file. Here's how:
Once done, you can now remove the restrictions by following the steps below:
After that, you can follow the steps provided by my colleague above to recreate the accountant's copy or you can take a look at this article for the detailed instructions: Create an Accountant's Copy of your company file in QuickBooks Desktop. On the same link, you'll find a write-up on how to import the changes into the system.
Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're able to recreate and send the copy. All the best!
It's my pleasure to assist you today, KeithCW.
When sending an Accountant's Copy to your accountant, make sure the Accountant's Copy and QuickBooks Desktop versions are compatible. Both should use the same version or year gap.
Once you're done reviewing the above-mentioned, make sure to secure a backup of your company file for future purposes. Then, remove the accountant's copy restrictions to recreate a new file.
Once done, you can send another Accountant's Copy. Follow the steps below send Accountant's Copy:
In case you encounter a specific error, this article outlines the different errors and their corresponding solutions: Resolve errors when creating or working on an accountant's copy.
All you need to know about managing Accountant's Copy can be found in the following resources:
I've got your back if you need more help. I'm always happy to lend a hand. Have a good one.
Thank you for the reply. Those are not the options I see.
When I go to File/Send Company File/Accountant's Copy I have these options:
Send File... (greyed out)
Send to Accountant... (greyed out)
Import Accountant's Changes from Web...
Import Accountant's Changes from File...
Remove Restrictions...
Do I need to "Remove Restrictions"?
Again, I am running QB Desktop Pro 2019 (Prod num 589-041 R14_70).
Thank you,
dkh
I appreciate you getting back to us, KeithCW.
To answer your question, yes, you'll need to remove the accountant's copy restrictions to recreate a new file.
However, before doing so, I'd suggest creating a backup copy of your data to save everything in your company file. Here's how:
Once done, you can now remove the restrictions by following the steps below:
After that, you can follow the steps provided by my colleague above to recreate the accountant's copy or you can take a look at this article for the detailed instructions: Create an Accountant's Copy of your company file in QuickBooks Desktop. On the same link, you'll find a write-up on how to import the changes into the system.
Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're able to recreate and send the copy. All the best!
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