Free Trial Talk to a Specialist
    Free Trial Talk to a Specialist
      Free Trial Talk to a Specialist
      Free Trial Talk to a Specialist

      Creating a QuickBooks Accountant’s Copy

      Hosted QuickBooks Tip of the Week: Creating a QuickBooks Accountant’s Copy

      An Accountant's Copy is a version of your company file your accountant can use to make changes while you continue to work. This is useful if your accountant does not have access to your file on Swizznet. You can continue to work in your company file and, at the same time, your accountant works in the Accountant's Copy. When your accountant is done, you then import your accountant's changes into your company file.

      In order to create an Accountant’s copy you need to:

      1. Select File>Accountant’s Copy>Client Activities>Save File
      2. Choose Accountant’s Copy and click Next
      3. Specify the dividing date and click Next
      4. Specify where to save your Accountant’s Copy file
      5. Name the Accountant’s Copy file and click Save

      Your Accountant’s Copy file will have a .qba extension.  You can now send this file to your accountant.

      To import your Accountant’s changes, select File>Accountant’s Copy>Client Activities>Import Accountant’s Changes From File.

      Please tune in to next week’s QuickBooks tip.

      Power Up with Swizznet Hosting

      Ready to give your user experience and security an upgrade?

      Keep all the desktop software benefits you know and love while gaining all the advantages of Swizznet cloud hosting. Make your move today.

      Try Now

      Or reach out to us at 888.794.9948.