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jbynum
April 25, 2025
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prior year accountant changes not accepted

  • April 25, 2025
  • 2 replies
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I have a client who failed to accept the prior year accountant changes.  

 

They removed the restrictions and submitted a new accountant's copy - is there a simply way to incorporate the prior year changes, there are a lot of them as i spent substantial time correcting prior year errors in the accounts payable details - printed they encompass 13 pages.

 

Any advice, other than we'll just have to redo all the changes would be appreciated

    Best answer by Jeff_S

    We can still resend the accountant changes to your client, Jbynum. Alternatively, if you have a backup file of the accountant changes, we can use that to send to your client. Let me continue discussing this below.

     

    If you don't have a backup file, then we need to manually make corrections to the accountant's copy.

     

    Here's how:

     

    1. Go to the File menu and select Send Company File.
    2. Select Accountant's Copy then choose Client Activities.
    3. Import Changes:
      • If you have an Accountant’s Changes file (.qby), select "Import Accountant Changes from File" and browse for the file.
      • If using the Accountant's Copy File Transfer Service, select "Import Accountant’s Changes from Web" and follow the prompts.
    4. Then, review changes.

     

    In relation to the topic discussed above, I'll add these related articles:

     

     

    For future use, refer to this article on how to import your accountant's changes into your company file in QBDT.

     

    If you need further assistance with managing your clients and their accounts in QBDT, feel free to click the reply button. I'm always here to help.

    2 replies

    J
    Jeff_SAnswer
    April 25, 2025

    We can still resend the accountant changes to your client, Jbynum. Alternatively, if you have a backup file of the accountant changes, we can use that to send to your client. Let me continue discussing this below.

     

    If you don't have a backup file, then we need to manually make corrections to the accountant's copy.

     

    Here's how:

     

    1. Go to the File menu and select Send Company File.
    2. Select Accountant's Copy then choose Client Activities.
    3. Import Changes:
      • If you have an Accountant’s Changes file (.qby), select "Import Accountant Changes from File" and browse for the file.
      • If using the Accountant's Copy File Transfer Service, select "Import Accountant’s Changes from Web" and follow the prompts.
    4. Then, review changes.

     

    In relation to the topic discussed above, I'll add these related articles:

     

     

    For future use, refer to this article on how to import your accountant's changes into your company file in QBDT.

     

    If you need further assistance with managing your clients and their accounts in QBDT, feel free to click the reply button. I'm always here to help.

    J
    jbynumAuthor
    April 25, 2025

     

    we tried that and received this message

     

     
     
     
     

     

     

    C
    ClaireSamanthaS
    April 26, 2025

    Having a straightforward way to incorporate changes from the previous year can be beneficial, Jbynum. Unfortunately, once your client removes the restriction, the Accountant's Copy can no longer be imported into the company file.

     

    While it may be time-consuming, the most effective approach to address the changes is to edit the Accountant's Copy they've provided or have your client manually input the updates from the previous year.

     

    Moreover, you can check out this article to learn how to fix errors on an Accountant’s Copy: Resolve errors when creating or working on an Accountant's Copy.

     

    I'll be around if you have questions or concerns about managing your Accountant's Copy. You can get back to us by clicking the Reply button below, and we will assist you promptly.

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