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need memory
Level 2

renew QB desktop just to get an accountants copy

I switched to qb online mid year and I can't find a backup of my desktop. My accountant wants the accountants copy of the 2024 items from the desktop version. How can I get a subscription to just get an accountants copy?

2 Comments 2
AbegailS_
QuickBooks Team

renew QB desktop just to get an accountants copy

Hi there, @need memory. I’d like to provide some clarification regarding your accountant's file.

 

You no longer need to subscribe to a desktop version of the software. Instead, you should locate your backup and restore it using the desktop trial version. From there, you can get the accountant's copy.

 

Please refer to this article on how to receive an accountant's copy and convert it into an accountant’s copy working file (.QBA) so you can make changes to their books:  Use an Accountant's Copy working file in QuickBooks Desktop

 

Additionally, here’s more information on how to update 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.

 

Let me know if you need further guidance obtaining your accountant's copy. I'm always here to assist.

Chrea
Level 8

renew QB desktop just to get an accountants copy

@need memory 

Which QB Desktop year version did you use last year?

 

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