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February 21, 2019
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How to open a QBX file?

  • February 21, 2019
  • 2 replies
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https://quickbooks.intuit.com/community/Reports-and-accounting/Convert-an-accountant-s-copy-or-an-accountant-s-working-file-to/m-p/203713

I am using QuickBooks Desktop Premier Edition 2018. The above link tells me the following steps to covert a QBX file to a normal QBW file.

  1. Open the appropriate file (.QBX or .QBA).
  2. Go to the File menu, then select Send Company File > Accountant's Copy.
  3. Select Convert Accountant’s Copy to Company File/QBW, then OK.
  4. Choose the location where you want to save the converted .QBW file, then select Save.
  5. Select OK.

However when I go to the File menu and select "Send Company File", there is no "Convert Accountant's Copy to Company File/QBW" option to select.

 

TIA

 

Best answer by AlcaeusF

Hello there, BenTam.

 

Thank you for getting back to us. Allow me to step in for a moment and provide additional clarification about the company file format in QuickBooks Desktop.

 

The option to create a QBX file (accountant's copy) is available for you to send the company file to your accountant. Right now, the ability to convert an accountant's copy to a working file (.QBA) or a regular company file is only possible in QuickBooks Desktop Accountant editions.

 

In case you need to visit the article about the Accountant's Copy, I'm adding the article again for your reference:

 

Use the Accountant's Copy.

 

Please don't hesitate to come here if you have additional concerns with the conversion. The Community has your back.

2 replies

February 21, 2019

Hello BenTam,

 

QuickBooks Premier and Enterprise for Accountant versions only have the capability to convert an Accountant's Copy transfer file (.QBX) to a working file. Other versions don't have this option. That's the reason why you can't see it from the File menu. 

 

The Accountant's Copy uses the Dividing Date to define the fiscal period the accountant can work on. While you can't import/convert the .QBX file, you can import the accountant's changes (.QBY). Please follow the steps found in this article: Import accountant's changes.

 

I'll share with you an article about how to use the Accountant's Copy. Please check it out:  https://quickbooks.intuit.com/community/Reports-and-accounting/Use-the-Accountant-s-Copy/m-p/203725.

 

Don't hesitate to post more questions about QuickBooks. You're always welcome to come back. 

BenTamAuthor
February 21, 2019

Hi Garlyn,

 

Thanks for your reply. If QuickBooks Premier and Enterprise for Accountant versions can't open a QBX file, why does it have the create QBX option?

AlcaeusF
AlcaeusFAnswer
February 21, 2019

Hello there, BenTam.

 

Thank you for getting back to us. Allow me to step in for a moment and provide additional clarification about the company file format in QuickBooks Desktop.

 

The option to create a QBX file (accountant's copy) is available for you to send the company file to your accountant. Right now, the ability to convert an accountant's copy to a working file (.QBA) or a regular company file is only possible in QuickBooks Desktop Accountant editions.

 

In case you need to visit the article about the Accountant's Copy, I'm adding the article again for your reference:

 

Use the Accountant's Copy.

 

Please don't hesitate to come here if you have additional concerns with the conversion. The Community has your back.

May 6, 2021

I have been trying to import the .qbx file into an online account that was recently purchased. How would I go about converting the file myself if the file was sent from a former accountant who is no longer able to assist me moving forward?

Fiat Lux - ASIA
May 6, 2021

@JOERENOVATIONSLLC 

You need QBD Accountant edition to open your QBX file and migrate to QBO.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

You should contact Support and ask Data Service to convert  QBX file to QBW/QBB file. Otherwise, you have to purchase a 3rd party conversion service.