How to turn off accountant’s copy in QuickBook

How to turn off accountant's copy in QuickBooks

Since its debut, QuickBooks Desktop software has stayed at the top of the accounting software market. The software is so easy to use that it can be used by anybody with a background in bookkeeping or accounting, and all kinds of bookkeepers and accountants have warmly received it. QuickBooks Desktop software from Intuit is available for download at a low cost. Intuit has been on the market for quite some time, and its current market capitalization is $6.7 billion.

The program is 38 years old, making it one of the market’s oldest and most dependable products. In the United States, the United Kingdom, and Canada, the program is mainly utilized. This program also comes in various versions from which you may select based on your company’s requirements and nature.

One of the primary reasons for the software’s success is that it has always kept up with changing times and federal regulations and requirements. The software’s prior users have been small and mid-sized businesses. The program is full of exciting features and functions, making it a crowd-pleaser and the best in its class. Today we will see how to turn off an account’s copy in QuickBooks, how to open them, how to transfer them and change them, and many more, so please read the whole blog very carefully.

How do you disable an accountant’s copy in QuickBooks?

To turn off an accountant’s copy in QuickBooks Desktop software, you simply need to follow the steps that are as follows:

  • Choose Send Company File and go to the File menu.
  • Click Client Activities to see a copy of Accountant.
  • Choose Remove Limits.
  • I wish to delete the Copy limitations of the Accountant. Click on the “Yes”.
  • Choose the OK option.

These are the steps that will help you turn off an accountant’s copy in QuickBooks Desktop software, and now that you know this, you must read that how can you open an accountant’s copy in QuickBooks Desktop software is detailed in our segment, so do read it carefully.

How do I open an accountant’s copy in QuickBooks?

Your QuickBooks Desktop accountant copy may be frozen, and this may take some time to resolve. In this case, you may share the file with another account and work on it elsewhere, then share it back to your PC when you’re done updating it according to your needs. To open an accountant’s copy in QuickBooks Desktop software, you need to follow the steps that are given below:

  • To begin, go to the Send Company File option.
  • After that, hold on to the Copy of Accountant option and then keep holding on to Client Activities.
  • You must now choose Save and Next File.
  • Next, choose a Copy from the Accountant.
  • Finally, for QuickBooks Accountant, you must specify the copy splitting date. Then, press the Next option that will pop up.

These are the steps that will help you open a QuickBooks Desktop Accountant Copy. Now that you know this, you need to know how can you generate a QuickBooks Desktop accountant copy, and to do that, and you will have to apply the steps that are as follows:

  • At first, you need to go to the Send Company File menu.
  • Now you need to click and hold on to the copy accounts option and keep holding that on to the customer events option.
  • After that, you need to select Send, and then you need to tap on the Next to Accountant option.
  • Now you need to choose a Copy from the Accountant and then tap on to the Next option.
  • You need to enter the copy dividing date for QuickBooks Accountant. After that, you need to tap on the given Next option.
  • You can now enter your email addresses with your accountant.
  • And after doing that, you need to Create an Accountant QuickBooks Copy login credentials.
  • At last, you need to click on send when you’re finished.

These are the steps that will help you generate a QuickBooks Desktop accountant copy, and now that you know this, you must read the next section that will help you understand how an accountant’s copy works in QuickBooks Desktop software, so do give that a good careful read.

How does an accountant’s copy work in QuickBooks?

You can use the process that has already been mentioned in the last section, and to do that, you need to follow the steps that are given below:

  • At first, you need to save your QuickBooks Desktop Accountant copy on a USB drive along with an email with the accountant’s copy.
  • Now you can download the accountant’s copy by using other applications like DropBox, OneDrive, or Google Drive.

Following these methods will help you to understand that how does an accountant’s copy work in QuickBooks desktop software, and now that you know this, you need to know that how can you change an accountant’s copy into a company file which is detailed in our next segment so please read it carefully.

How do I change an accountant’s copy to a company file?

You may convert company files to many sorts in QuickBooks, such as a copy of an accountant, a portable file, or a backup file. You will find the QB Accountant Copy to QB Desktop Company file in this blog. The accountant’s copy’s primary purpose is to allow the accountant to make data changes without interfering with your work.

You may afterwards import modifications in your company file from the copy of the accountant. The steps that will help you to convert QuickBooks Accountant Copy to Company File are as follows:

  • At first, you need to open the QuickBooks Desktop accountant copy.
  • Now you need to create a backup of the same file, and to do that, you need to follow the steps that are given below:
    • Starting from the main menu, you need to tap on the File option.
    • Now you need to tap on the Backup option that you will see on your screen.
    • After that, you must tap on the Local Backup Creating option.
    • You have to tap on the Local Backup from a new window appearing option.
    • To backup the backup file, press Browse.
    • Tap on Ok and then Save.
  • Now you need to tap on the File menu.
  • Click Company File Submission.
  • Choose the copy of the accountant.
  • Click on Copy to Company File.
  • To navigate to OK, click OK.
  • The file of QBW.
  • Save Click.
  • Once you receive the confirmation, tap on OK.

You will have to input all the transactions that you entered into the company file. You cannot also import the modifications from the exact copy of the accountant. Changes were made to the company file from the accountant’s copy.

You may lose a lot of data and all preferences associated with a company file when you convert a copy from the accountant to the company file. It is best to import into the company file modifications made to the copy of the accountant. Follow the following steps to achieve the same thing:

  • You need to tap on the File option.
  • Click Company File Submission.
  • Click on the copy of the accountant.
  • Choose Activities for Clients.
  • Click File Changes to Import Accountant.
  • You will receive a confirmation message once you’re done with the import.
  • Click Alternatively.

These are the steps that will help you change an accountant’s copy in a company file, and now that you know this, you must understand how you can reconcile an accountant’s copy detailed in our next segment, so please give it a good read.

Can you reconcile in an accountant’s copy?

If you open a copy of your accountant on end, you need to ensure that your client built it using the QuickBooks edition (Premier or Enterprise). If QuickBooks versions are not compatible, no changes are imported into the client file. In addition, if your customer imports the accountant’s changes, any reconciliations, including transactions on or before your dividing date, will be revoked.

Use the Accountant’s Copy

Creating a copy from your accountant is the way to do so if your accountant has to check your accounts and keep working with your company file simultaneously. And, using the copy file transfer functionality of the accountant, the file will be saved on the Intuit server so you may begin safe data communication with your accountant. Now that you know how to use the accountant’s copy, you must read how you can remove the accountant’s copy restriction given in our next segment, so please read the next one very carefully.

Remove the Accountant’s Copy Restriction

To remove the QuickBooks Desktop Copy Restriction for your accountant, you cancel the original copy generated by the accountant. This is generally done by sending your accountant a copy of another accountant or repairing your company file due to data loss. Remove the copy restriction for the accountant:

  • At first, you need to tap on to the Send Company File option and then browse to the given File menu.
  • Now you need to select the copy of an Accountant  and then tap on to the Client Activities option.
  • After that you will see an option which says Remove Restriction tap on that.
  • Finally you need to select the Yes, I want to remove the Accountant’s Copy restrictions, and then finally tap on the Ok option.

These are the steps that will help you to remove the accountant’s copy restriction. These are some of the important aspects related to the accountant’s copy in QuickBooks Desktop software still if in case you are not able to understand anything, you can always place a call at QuickBooks Error Support, and the QuickBooks Technicians will help you to fix anything related to the software.

Conclusion

In conclusion, QuickBooks Desktop software is one of the number one choices for buying accounting software for managing their business. The whole idea of this blog is to help you understand how you can turn off an account’s copy in QuickBooks Desktop software, how to open them, how to transfer them and change them, how can you reconcile an accountant’s copy, and how to many more.

The QuickBooks tools of Intuit facilitate the sharing of their files with customers. The primary objective of an accountable copy is to enable the account to modify your data and the critical accounting information from the firm file without interfering with the work. I hope you found this blog to be informative and worth your time.

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