How to Create a QuickBooks Accountant Copy?

by QbEnterpriseSupport Services QuickBooks Enterprise Support

QuickBooks Accountant copy is a dedicated software add-on from Intuit Inc. that allows the two accountants and clients to initiate their working on a shared computer. In a layman language, you have the permission to make changes on a QuickBooks company record at the same time. The basic of this add-on is that the company file is shared between the two accountants and clients seamlessly. The accountant can roll out the improvements in a company record without interrupting the work process of a customer by using this component.

You can perform operate QuickBooks accountant copy without much efforts. However, you are allowed to call us whenever while getting stuck at any step.

How to create an accountant's copy in QuickBooks?

The steps which will be given in this blog are according to the QuickBooks technical team. In case, your accountant wants to audit your books, at that point you can create and send them an accountant's copy. Thusly, your accountant will have the option to do changes without interfering with your work.

Step 1: Setting up QuickBooks

In case, you are working on QuickBooks Desktop Enterprise, at that point you are advised to kill the component of the Advanced QuickBooks Inventory. From that point onward, you can follow the steps of creating a QuickBooks accountant's copy. It very well may be turned on the back once the accountant copy sends it to your accountant.


Step 2: Go for QuickBooks Accountant's Copy on your computer system

We will share the two ways to have your aforementioned copy. The foremost step we will depict that you need to generate a record to put on an online hosting service. If you aren’t succeed with this step then the second path is to create a document to put on a USB.


Step 3: Import QuickBooks accountant's changes

After you have sent the QuickBooks Accountant's Copy, QuickBooks will display the "Accountant's Changes Pending" reminder just alongside the company document.

Step 4: You have to look into the changes

There might be changes done by your accountant. Now, as a matter of fact, this will be automatically included in your QuickBooks, and you don’t need to do it. You just require watching that the changes won't strife with any on-going work .


Our Help Desk

All the aspects of QuickBooks Accountant Copy have been described in the above article. We trust that you have perused the blog cautiously and find it useful. In some cases, users stall out in the process of creating a QuickBooks accountant's copy or importing the changes to their accountant. To manage such cases, we prescribe you to connect with us at QuickBooks Support by dialing our  toll number 1-888-986-7735. We will manage you the correct way to manage all issues identified with QuickBooks.

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Created on Mar 26th 2020 01:51. Viewed 298 times.


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