Among QuickBooks users, it is very common to share data with your accountant or any third party. There are instances wherein you would want to make changes in the file but sharing it with the accountant and overall process of exchanging and amendments take too much time. Therefore, QuickBooks Accountant Copy feature is introduced, it allows you to make changes and enter transactions in the current period and simultaneously your accountant can also make amendments in the file.
In this blog, we have described steps to create “QB accountant copy”, the procedure to transfer it and limitations. Further, we have elaborated the steps to import the QuickBooks accountant copy and how can you remove accountant copy restrictions.
Once you are done with transferring the accountant copy, QuickBooks will display “Accountant’s Changes Pending”.
You might face various restrictions after creating an account copy. These obstructions will pull you back from working properly and also there can be clashes with the accountant’s work.
Transactions: It is possible for the users to work on transactions only after dividing date.
Lists (other than Chart of Accounts):
There are certain circumstances wherein you feel to start fresh and remove the Accountant copy restrictions. Once you remove it, you won’t be able to import the accountant’s changes. The only way to make changes will be manually taking a printout or PDF file.
It is recommended to consult your accountant before removing the accountant copy restrictions, the steps are given below:
We have tried to cover all the aspects of “QuickBooks Accountant Copy”. For further information, you can call our QuickBooks ProAdvisor anytime or get technical aid at QuickBooks Desktop Support Number.
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