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M
macb
November 8, 2021
Question

QB Desktop Pro Accountants Copy to Premier and back again?

  • November 8, 2021
  • 1 reply
  • 0 views

Hi there,

 

I have a possible new client who has Desktop Pro 2019 - I have Desktop Premier 2019. 

He wants to give me an Accountant's Copy to do my work and then import it into his file. I know I can open Pro to Premier and back again, but do not know if that holds true for using an Accountant's copy from Pro to Premier and then back. 

 

Can anyone help?

Thank you!

MB

1 reply

N
Nick K
November 8, 2021

Hi macb.

 

Being able to open, edit and send back an accountant's copy is a great way to make entries for your clients company file. I'd be happy to help go over how accountants copy works with different versions of QuickBooks Desktop.

 

When a client sends you an accountants copy you first would need to have QuickBooks Desktop premier accountants edition to open it and make changes. If this is the version you have you can open the file for any Pro or Premier version, make the changes and send it back without any issue. Opening an accountants copy is slightly different than opening a normal company file so I recommend following the steps in this article.

 

If you have any questions let us know and we'd be happy to help.

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