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G
GrovesCleaning
May 15, 2024
Question

PLEASE HELP - QB Desktop How to amend a current QBB file with current customers and transactions, but data from the CPA from a few months back?

  • May 15, 2024
  • 1 reply
  • 0 views

First, what is correct is the file from my CPA with the adjusted balance for last year's taxes, and the current customers I have listed and transactions. 

Is there a way to amend what I currently have in a QBB file for all of my transactions and customers (as of 05/15/2024), to what my CPA has for the adjusted starting balance from last year's taxes? His number was posted into QB Desktop on 02/07/2024. Thank you in advance. 

 

1 reply

4
4Gal
May 16, 2024

I would recommend these points:

1. Restore the file from your accountant as of 2/7/2024 as the new primary file.

2. Run a Transaction Details Report on your old file and export the data from 8/2/2024 to date

3. Import the data into your new primary file.

4. You can use an exporter/importer tool. It's a $299 one time license. You can get $100 cashback to purchase it via a partner.

https://get.transactionpro.com/qbd

 

DivinaMercy_N
DivinaMercy_N
May 16, 2024

You can only perform changes if this is a working file, @GrovesCleaning. I'll share details about this. 

 

In QuickBooks Desktop (QBDT), backup data or QBB files can't be amended unless you restore them as a working file (QBW). 

 

In addition to what 4Gal's suggestion above. You can manually perform the amendments after converting the file from your CPA. This is to ensure that the correct data won't be messed up and overwritten. 

 

I also, recommend working with your accountant and informing them about the changes you want to make to the file. This is to ensure that you'll be guided in making changes. 

 

You can also browse this article to find other ways how you can import data into your QuickBooks Desktop (QBDT) file: Import and export data in QuickBooks Desktop.

 

I'm just around the corner to provide help if you have other questions about managing your file. Leave your reply below. Have a good one. 

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