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warsheep
February 23, 2024
Question

QBD 2020 not able to create an accountant copy

  • February 23, 2024
  • 1 reply
  • 0 views

I own QBD 2020 and I want to create an accountant copy for my tax professional.

 

I had a Payroll Subscription in the past.

 

I select "File" Send Company File and then Accounts Copy and Save File.

After that, I click on Create Accounts Copy and I need to send "Usage Data" to Intuit.


Here I get into an error with sending the usage data.

 

I tried this fix from here:

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/payroll-processes/error-quickbooks-encountered-problem-sending-usage/L9URTd0rw_US_en_US?uid=lsz9ubwd

 

and deleted the existing paychecks (2 only) which are kind of "stuck there", they show up as "Online to send".

 

FYI: After I deleted the 2 existing paychecks, I was able to create an accountant's copy!

 

But If I manually recreate them, I get the error again. And Quickbooks doesn't let me create an accountant's copy.

 

Can someone please help me? How can I create an accountant's copy without sending usage data, or recreating the 2 paychecks so they don't need to be sent out to Intuit?

 

I already disabled Direct Deposit on those. But the error is still there.

 

Thank you for your help!

 

Have a great weekend. 🙂

1 reply

F
FateCandylaneT
February 24, 2024

I understand the need to create an Accountant's copy of your company file, warsheep. I've come to provide information to help you send a company copy to your tax professional.

 

When creating Accountant's copy in QuickBooks Desktop, you need to ensure to turn off any Advanced inventory features you're currently using in your file. Then, you may create the file by saving it on a USB or online hosting service or use the Accountant's Copy File Transfer Service to send the file through the web. Please know that doing this process requires your usage data to be shared with Intuit, and you're unable to turn it on again if you're considering turning off this feature.

 

With this, you may refer to these steps if you want to send the file using the Accountant's Copy File Service:

 

  1. Go to the File menu and hover over Send Company File.
  2. Hover over Accountant's Copy, then Client Activities.
  3. Press Send to Accountant and click Next.
  4. Select Accountant's Copy and then Next.
  5. Enter the dividing date. Then, click on Next.
  6. Type in your accountant's email address.
  7. Create a file password for the file. Your accountant needs this to open it.
  8. When you're ready, select Send.

 

I'm sharing this reference for more detailed insights: Create an Accountant's Copy of your company file in QuickBooks Desktop.

 

Furthermore, you may utilize this guide to help you change your accountant's copy working file to a regular company file in your desktop account: Convert an accountant's copy to a regular company file.

 

I'll be on this thread for any additional questions you may have when managing your QuickBooks file. Just keep me posted in the comments below, and I'll make sure to get the help you need. Take care and have a great day ahead!

J
JanBeau
March 13, 2024

My QuickBooks 2020 shows a message of “Accountants Copy File Transfer is no longer available for this version of QuickBooks”

4
4Gal
March 13, 2024

@JanBeau 

This feature would be disabled once your version has outdated. You can create a QBX file, upload it to any cloud drive, and share it with your accountant.

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