Convert an accountant’s copy to a regular company file in QuickBooks
by Amelia Smith accounting and BookkeepingAn accountant’s copy is basically a type of company file that lets your
accountant to review the file and make changes when working on the books at the
same time. This further lets you merge the changes without overwriting the
data. The file can be saved in the Intuit server with the accountant’s copy
file transfer feature, where one can exchange secured data with the accountant.
However, the accountant’s copy is in .QBX
format from the client that needs to be Convert an
Accountant’s Copy to a Regular Company File in QuickBooks. In this segment, we are
going to discuss the steps to convert an accountant’s copy to a regular company
file. To learn more, make sure to read this post till the end, or you can also
get in touch with our technical support team, in case you have any queries.
Method to convert QuickBooks accountant’s copy to regular company file
You can perform the below steps to convert your accountant’s copy
successfully. Note that it can be converted into a regular company file, a
normal file, or an accountant’s change. The steps in all the cases vary. Let us
have a look at the steps one by one:
Convert QuickBooks accountant’s copy to a regular company file
·
Begin with opening the accountant’s copy by double-clicking on it.
·
Once done with that, head to create a backup of the company file.
·
This will prevent the data loss and save
the data.
·
Once done with that, select Send
company file.
·
And from the drop-down menu, choose accountant’s copy and select the
convert accountant’s copy to the company file.
·
After you are done with the conversion process of the file, then click on
the ok tab to confirm it.
·
Now, select the location where you want to save your file.
·
Choose the folder and rename the file as per your choice and choose save
the file.
·
The last step is to click on the ok tab for confirmation.
·
This will create a new file that can be used as a company file.
Convert accountant’s copy to a normal file
·
Here you need to choose accountant’s copy directly from the file menu
without creating an accountant file
·
After that, select convert accountant’s copy to a company file option.
·
A new window will appear after selecting the above tab.
·
Choose the location and the accountant’s file that you wish to convert.
·
A dialog box might show on the screen that shows the procedure’s
restrictions.
·
You need to recheck the file you want to convert and click on the ok tab.
·
Locate the newly converted file, save
the file, and rename it.
·
In the save as type option, select the QBW
as the file extension.
·
After saving the file, click on the ok
tab
·
Your file might now be converted into a normal working file.
Conclusion!
At the end of this segment, it is believed that the reader might be able to
successfully convert QuickBooks
accountant’s copy to a regular company file. In case not, then consulting
our technical support team is recommended. We are a team of certified
QuickBooks ProAdvisors, who can help you with your queries immediately. Reach
out to us our technical support team at +1-800-360-4183, and get answers to all
your queries.
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Created on Mar 1st 2024 00:05. Viewed 68 times.