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theaccountant0703
February 27, 2025
Question

I have received live files instead of accountants copy despite being sent by QBD

  • February 27, 2025
  • 1 reply
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Hello!

 

For multiple clients, I have received a live file directly from QuickBooks Desktop despite the clients sending them via the proper path.

 

For reference, the path used was Send Company File -> Accountants Copy -> Remove Restrictions and Send to Accountant.

 

Both times, I guided my client through the process and both times I received a live file instead of an Accountants Copy. Why is this happening? How do I fix it?

 

For reference, this has happened twice, but all my other clients I've received the proper file when I guide them through sending an accountants copy. 

    1 reply

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    GianSeth_A
    February 27, 2025

    It happens due to specific factors like file paths or version inconsistencies, The Accountant. Let's delve into these potential causes and find a precise solution to ensure your clients send the correct Accountant's Copy moving forward.

     

    To start, let's make sure your QuickBooks Desktop is at its latest release. Please refer to this article for the detailed steps on how you can check it: Update QuickBooks Desktop to the latest release.


    Next is, I recommend utilizing the QBDT Tool Hub, which can fix common errors. 

    1. Close QuickBooks Desktop.
    2. Download the most recent version (1.6.0.8) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop). Note: If you've installed Tool Hub before, you can find out which version you have. Select the Home tab. The version will be on the bottom.
    3. Open the file you downloaded (QuickBooksToolHub.exe).
    4. Follow the on-screen steps to install and agree to the terms and conditions.


    For more details, you can explore this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

    Furthermore, I'm sharing some helpful articles about importing accountant changes, should you need them:

     

    Keep in touch if you have other concerns regarding Accountant's Changes. The Community team is here to assist you every step of the way.

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