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Backup from Accountant Version to Desktop Pro Plus
Can I take a backup made in Quickbooks Accountant transfer into Quickbooks Desktop Pro? I have a chance to obtain a client that is on Accountant, but I use Desktop Pro Plus. Will it work?
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It's nice to see you here in the Community, @mick8553.
Let me help and provide insight about taking a backup made in QuickBooks Accountant transfer into QuickBooks Desktop Pro.
We can convert your accountant's copy to a regular company file in QuickBooks Desktop. To achieve this, we need to convert the accountant's copy working file (.QBA) or transfer file (.QBX) to a standard or regular company file (.QBW).
Here's how:
- Open your accountant’s copy (QBX or .QBA), and create a backup.
- Proceed to the File menu.
- Click Send Company File, and then choose Accountant's Copy.
- Select Convert Accountant’s Copy to Company File/QBW.
- Click OK to confirm you want to convert the file.
- Open the folder you want to save the .QBW file in and rename the file. Select Save.
- Lastly, choose OK.
After converting, take note of the following aspects:
- You need to re-enter any changes you made to the original company file after creating the accountant’s copy.
- You can no longer import an accountant’s changes (.QBY).
In addition, you can use this article to learn more about the Accountant's copy and its limitations in QuickBooks Desktop: Accountant’s copy guide.
Don't hesitate to leave a comment below if you have follow-up questions about converting your accountant's copy to a regular company file or other QBDT-related concerns. I will answer them in any possible way.
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Other questions
Which QB Desktop Accountant year version do they have?
Which QB Desktop Pro Plus year version do you have?