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January 21, 2025
Question

Accountant's Copy

  • January 21, 2025
  • 1 reply
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Does Accountant's Copy give my accountant access to the "Other Names List"? If so, can I deny them access in some way? It contains sensitive information that they do not need.

 

Thank You.

1 reply

January 22, 2025

Yes, Accountant's Copy grants access to the Other Names List, @Tom954. I'd be happy to elaborate further and provide additional details below to enhance your understanding of this accountant's role.

 

In QuickBooks Desktop (QBDT), the Accountant's Copy allows access to certain lists, including the Other Names List. However, there's no option to deny access to the specific list within an Accountant's Copy.

 

While the Accountant's Copy assesses certain restrictions on specific areas, denial of access to the Other Names List is unavailable. For more information about the Accountant's Copy limitation, please refer to this article: How to use the Accountant's Copy.

 

For future reference, this article may guide you if you experience any errors or unexpected outcomes while working with an Accountant's Copy of your company file: Resolve errors when creating or working on an Accountant's Copy.

 

It's crucial to maintain a clear and open line of communication between you and your accountant to ensure transparency in your financial management. Fill me in if you have a follow-up question so I can assist you with all the knowledge I have.