Hello there, walterg907.
I'll provide details on how organizing an accountant's copy works in different QuickBooks Desktop versions. I'll also ensure you can achieve your goal by performing in an alternative way.
Please know that QBDT and Enterprise 2024 offer best-in-class data security, which is higher than QBDT or Enterprise 2023 and older. Accountants can’t update client company files into QBDT 2024. That said, the option to create a backup of the accountant's pending file from your QBDT 2023 with the current 2024 transactions and reinstall that file as your working file is currently unavailable once your accountant is using the newer version than yours.
However, your accountant either needs to use the older version of QuickBooks Desktop Accountant or you have to update your company file to QuickBooks Desktop 2024. This is done to meet your needs and then send a new accountant’s copy or manage the data from there.
For additional details, you can click this article: Use the Accountant's Copy. This also presents detailed information on the Accountant's Copy with file transfer feature works.
I've also included an article that will help you delete the restrictions of the accountant's copy. This ensures that you can still send another copy in case of data damage: Remove the Accountant's Copy Restriction.
Drop a comment below if you have additional questions about managing an accountant copy. I’ll get back to answer them for you, walterg907. Have a great rest of your day.
