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Established Member

"view/export changes for Client" is not selectable

I am using Quickbooks desktop 2019. I have made my 2018 AJEs and would like to now send an accountants change file to the client. When I navigate File> Send Company File > Accountant's copy the selection for >view/export changes for Client is dimmed grey and is not available to click through. 

 

Am I missing a step? are there workarounds?

6 Comments
QuickBooks Team

Re: "view/export changes for Client" is not selectable

I've got you covered, KevinInAccounting.

 

We have just the workaround you're looking for to resolve this issue.

 

In the situation that you've mentioned, it doesn't look like you've missed a step. However, just to clarify, is the file saved on a server or external drive? If so, I'd recommend that you create a copy of the file in a local folder, then try to export the changes.

 

If it's not, then you'll need to run the Verify/Rebuild Data utility tool. This tool allows QuickBooks to self-identify data integrity issues that can cause unusual behaviors and resolve them.

 

Lastly, I'm also including this article for additional insight on how to resolve accountant's changes issues: Resolve errors and unexpected results when exporting accountant's changes (.QBY)

 

Let me know how it goes, I'm determined to get this fixed for you. Thanks for coming to the Community, I'll be looking forward to your response.

Established Member

Re: "view/export changes for Client" is not selectable

Hi, It is saved on a server. If i were to Save the .QBA to my local computer,  I will be able to prepare a .QBY?

QuickBooks Team

Re: "view/export changes for Client" is not selectable

Thanks for getting back to us, @KevinInAccounting

 

I appreciate you performing the steps provided by my colleague above to help get the View/Export Changes for Client option to show up on the company file. 

 

Yes, you can prepare a .QBY file after saving the changes from the .QBA working file. For detailed steps, you can check out this great article: Export Accountant's Changes (.QBY)

 

I'm also adding the following process to learn more about the Accountant's Copy feature workflow:

 

  1. Your client creates an Accountant's Copy to send to you for review and editing. He can still work on the current items in the working file (.QBW).
  2. QuickBooks saves it as an export file (.QBX) to the Intuit server.
  3. This causes the system to send an email with a download link for the export file to you. 
  4. You can access and open the file, creating a working file (.QBA). Then, you can make changes and corrections in it.
  5. You can save your changes and corrections, creating an import file (.QBY), which is saved to the Intuit server.
  6. Your client can open this import file. Then, he can apply the accountant's changes to their company file.

You can visit this helpful article for more information about the Accountant's Copy: The Essential Accountant's Copy Guide

 

This will get you on the right track, @KevinInAccounting. I'll be here If you have follow-up concerns about this or should you need anything else.

Frequent Contributor *

Re: "view/export changes for Client" is not selectable

I ran into the same issue. Although, this transfer file usually gives me issues if I do not save everything on my desktop, instead of the clients file. I tried everything suggested in the comments and still nothing. I ended up just printing an Audit report of the changes I made and re-downloaded the transfer file and re-convert to accounts copy. The view / export changes for client option is no longer grayed out. Not the best resolution, but it did work for me.
Moderator

Re: "view/export changes for Client" is not selectable

Thanks for trying the recommended steps and for sharing your workaround, GNJRox.

 

I have another step that we can try to help export the accountant's changes. We usually recommend repairing QuickBooks Desktop to resolve any performance issues you encounter while using the software.

I'll show you how:

  1. Restart your computer to close unnecessary programs interfering with QuickBooks.
  2. Back up your QuickBooks company file.
  3. Select Start, then Control Panel.
  4. Choose Programs and Features and select Uninstall a program.
  5. Select QuickBooks in the list of programs and choose Uninstall/Change.
  6. Choose Continue, then, Next.
  7. Select Repair then Next. Wait for the Repair to complete.image.png
  8. Hit Finish,  then restart your computer if prompted.
  9. Lastly, download the latest QuickBooks release when you open QuickBooks.

For the complete troubleshooting, you can refer to the article shared by my colleague above.

 

Let me know if there's anything else you need while working in QuickBooks. I'm here to help anytime.

Frequent Contributor *

Re: "view/export changes for Client" is not selectable

Luckily there was not very many changes that needed to be done. I will try this if I run into the issue again. Thanks! -Roxann