Level 1

How do we cancel an accountants copy that was sent out in March and never received back so we can send a new current accountants copy

 
QuickBooks Team

Account management

I can help you cancel the initial accountant's copy so you can send a recent one, @kengeissel.

 

You'll just have to remove the Accountant's Copy restriction to void the initial copy that was created. You can remove the restriction from the File menu.

 

Here are the steps:

  1. From the File menu go to the Send Company File.                                                       
  2. Select Accountant's copy and click Client Activities
  3. Hit Remove Restrictions and choose Yes, I want to remove the Accountant's Copy restrictions.
  4. Click OK.

Here's a detailed guidance on how to remove the accountant's copy restriction.

 

Once done, you can now create a new one to send to your accountant. You can have this on a USB or send the file through the Accountant's Copy File Service. See this article for more information on how to create an Accountant's Copy of your company file in QuickBooks Desktop.

 

Here's a reference about the Accountant's Copy workflows and general information: Use the Accountant's Copy.

 

Let me know if there's anything that I can assist in removing the restriction and or anything else. I'm always here to help. Have a wonderful day!