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QuickBooks accountant copy is the exact copy of the QuickBooks company file that you are working on. It can be beneficial for you to create an accountant copy because the accountant can work on it and make changes according to him without affecting the work you are doing on the company file. When the accountant will be done with his work, he can easily import the changed file and then use it. One thing you are needed to do before you create an accountant’s copy in QuickBooks is that you need to decide the diving date. You can only enter transactions to the files for the date after the dividing date once you have created the accountant’s copy QuickBooks. In this article, we are going to talk about how to create an accountant’s copy in QuickBooks. The whole process to create an accountant’s copy in QuickBooks is mentioned in the article.
Below we have mentioned the full process of how to create an accountant’s copy in QuickBooks. Follow the process as we have mentioned:
the very first step is to make sure that the QuickBooks software on your system is configured accordingly. In case you are operating the QuickBooks enterprise version, you are needed to turn off the inventory feature and turn it on later when you have sent the QuickBooks accountant’s copy.
The very next step is to create an accountants copy in QuickBooks. You can either use the file over the USB or you can send it using the web. Follow the steps we have mentioned for both methods:
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The last step is to import the changes that an accountant has made to the file. Now that you have sent the QuickBooks accountant’s copy, the QuickBooks will automatically add a reminder for you that changes are pending. It can restrict some of the activities to avoid the clash that can happen if someone will modify the same file.
There are two different ways in which you can restore the accountant’s copy in QuickBooks. You can either use the web or you can use the file to import the QuickBooks accountant’s copy. We have mentioned steps for the same.
It is an easy process to create an accountant’s copy in QuickBooks and we have tried to provide you with the full process to create an accountant copy. We hope that the article was helpful for you and the process is much clear to you. In case you still have any queries regarding this topic and seeking any manual guidance, contact us and we will be happy to help you.