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donnam742
March 21, 2022
Question

Password-Accountants copy & Admin Login

  • March 21, 2022
  • 1 reply
  • 0 views

Hello!

 

We have sent our accountant copy file with the password for the admin login.  I have changed the admin password.  We have not recieved our accountants copy back yet.  Will i have an issue importing the file if the accountants copy and the admin passwords are different?  Do i need to change it back?  HELP

Using Quickbooks Desktop Pro 2019

 

Thank you !!

Donna

FIS Inc

1 reply

MJoy_D
MJoy_D
March 21, 2022

I can share some information that can help you with importing your accountant's copy, @donnam742. 

 

There won't be any problems as long as it has the same accountant password.

 

Before anything else, make sure to back up your company file. Then, turn off any Advanced Inventory features if you use QuickBooks Desktop Enterprise. 

 

Follow these steps on how to import your accountant’s changes:

 

  1. Go to File, then click on Send Company File.
  2. Choose Accountant's copy and select Client Activities.
  3. Click on Import Accountant Changes from File.
  4. Browse your computer for the file. It should have a .qby extension at the end of the filename.
  5. Follow the onscreen steps to import their changes.

 

For more information about importing the Accountant's changes once you get it. Then, reviewing those changes the accountant has made, check out this article: Import your accountant's changes into your company file in QuickBooks Desktop.

 

In case you've encountered any errors, you can refer to this article for detailed steps on how to resolve them: Troubleshoot Accountant File Transfer service issues.

 

Let me know if you need further help with your accountant's copy or anything else. I'm always glad to help in any way I can. Have a wonderful day!

A
abby30
July 20, 2023

Hi JMOY_D, 

 

I have my advanced inventory turned on but it won't let me send an accountant's copy. Can you please help with this?

L
LeizylM
July 20, 2023

Hi there, abby30. 

 

I can provide the steps needed to help create an Accountant's copy and send it to your accountant.

 

If you're using the Advanced Inventory feature, let's make sure to turn them off to successfully create and send the file. You'll turn them back on as soon as you send the Accountant's Copy.

 

Here's how:

 

  1. Go to the Edit menu, and select Preferences.
  2. On the left pane, choose Items & Inventory then go to the Company Preferences tab.
  3. Uncheck the Inventory and Purchase Orders are Active boxes.

 

After that, you can now get an Accountant's Copy to your accountant. Here's an article you can refer to and proceed to step 2 on how you'll want to create the file: Create an Accountant's Copy of your company file in QuickBooks Desktop.


I'll add these articles for additional information about the limitations when sending Accountant's Copy in QuickBooks: 

 

 

As always, I'm only a few clicks away if you have additional questions about Accountant's Copy. I'll stay around until you've successfully sent it to your accountant. Take care.

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