Detailed Description to Open Accountant’s Copy in QuickBooks

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QuickBooks Accountant’s Copy is a version of your company file that grants permission to the company’s accountants to make necessary changes to the company file so that you can continue working in the company files without any issue. The best part about the Accountant’s Copy File Transfer feature is that the company file is saved on Intuit’s Server so that the users can securely exchange the data with their accountant. Moreover, it is important to convert the client’s accountant copy (.QBX) to an accountant’s copy working file (.QBA) to make changes to your files.
 
After surfing different websites, if you are still confused about how to open Accountants Copy in QuickBooks and need any help from the experts? Feel free to get assistance from our highly trained and qualified professionals by dialing our helpline number(855)-526-5749

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Have a look on the full-fledge procedure to open an Accountant’s Copy file in QuickBooks:

To open an Accountant’s copy file in QuickBooks, it is mandatory to convert Accountant’s Company to a Regular Company file. The steps for converting Accountant’s company to a regular company file are given below; follow them carefully.

  • In the first step, select File, Accountant’s Copy, and then click Open & Convert Transfer file.
  • Go through the ‘Accountant’s Copy Overview’ and then select the Next option.
  • The next step is to review the information provided within the Accountant’s Copy of QuickBooks thoroughly and choose the Next button.
  • Thereafter, browse the computer or network location where you have saved your Accountant’s copy of QuickBooks (QBX). Then, click the Open option.
  • Afterwards, if prompted, you need to type in the password for the accountant’s file of QuickBooks and select the Ok option.
  • Now, you need to review the information about the company file and choose OK.
  • Soon after this, select a location to save the QBA file and then change the file name as per your preference if required. Select the Save option.
  • Thereafter, type in the company file’s administrator’s password correctly if required.
  • Click the OK button if you wish to upgrade the file to the QuickBooks version you are currently using.
  • In the end, you need to thoroughly read the information provided and then click the OK button.

Tip: When the user opens the accountant’s copy in QuickBooks, make sure that you must use the QuickBooks version (Premier or Enterprise).
 
We hope that the procedure explained in this post will help you to open Accountant’s copy in QuickBooks. In case you still encounter any issues, feel free to give us a call on our helpline number(855)-526-5749.