Reduce down time and increase efficiency by working on the same file as your client – simultaneously.
How it works
Clients set a dividing date in their QuickBooks file and send a copy of the file to their accountant. Accountants can work in the past period, while clients work in the current period. The accountant sends back their changes and the client merges the changes.
Prior to Accountant’s Copy accountants would often work on client books after hours, or the client was unable to access their QuickBooks files while the accountant was updating the books.
Accountant’s Copy will return customer and vendor credits back to your client. When you use the Fix Unapplied Credits tool under Client Data Review, all applied credits changed in an Accountant’s Copy will be save and included in the returned company file.
QuickBooks ProAdvisors get a free copy of QuickBooks Accountant Edition with their subscription.
Are you using QuickBooks Accountant Edition yet? Do you have any questions or feedback?