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You then create a QBY file and send it back to the client. Sign in from anywhere you’re online to run accountant-specific reports, open multiple windows, and problem-solve with clients in their file.You import it with your Accountant's version into a QBA file, in which you make your changes.The client sends you a QBX file (Accountant's copy).How do you send an accountant back to a client?Ĭhoose File > Accountant's Copy > Client Activities > Import Accountant's Changes from File. (Optional) Change the suggested location for the file and the filename that QuickBooks suggests for the accountant's copy.Confirm you want to create an Accountant's Copy and click Next.Choose File > Accountant's Copy > Client Activities > Save File.Then right click again in an empty area and choose Paste.Īlso know, how do I make an accountant's copy in QuickBooks 2019? 2) In the Open A Company dialog, right click a company file, and choose Copy.

Select Accountant's Copy and then Next.Īlso Know, how do I make a copy of QuickBooks? Steps: 1) Choose File | Open or Restore Company | Open a Company File.Select Send to Accountant and then Next.Hover over Accountant's Copy and hover over Client Activities.Go to the File menu and hover over Send Company File.This was designed and introduced to the public with the sole intention of equipping accountants with the most favorable tools for an invoice, navigation, and overall work management. Send a file through the Accountant's Copy File Service Quickbooks Accountant was developed by Intuit to facilitate an efficient and highly advantageous accounting experience. The Accountant's Copy is seamlessly transferred between accountants and clients without the need to email bulky files.īeside this, how do I send a QB copy of an accountant? The Accountant's Copy feature in QuickBooks Desktop lets accountants and clients to work on a company file at the same time.