An Accountant’s Copy in QuickBooks is a version of your Company file that can be used to prepare changes to your data when you proceed to function. When you are ready to adjust your QuickBooks Accountant transfer file, you can revert the changes you made for easy and convenient importing into your working company file.
All of the adjustments that have been created to your QuickBooks and all of the functions that you have continued to do conveniently incorporate together after we resend the alterations to you. These adjustments can only be incorporated on their own, back into your QuickBooks if you send us an Accountant’s Copy.
Have you encountered the error “QuickBooks Unable To Create an Accountant’s Copy,” when preparing to create an accountant’s copy? This error is related to the folder where the Company file is stored. Most people do not understand why this error shows up and how to solve this. Do not worry about this, we will tell you how to solve this error.
Causes of QuickBooks Unable To Create Accountant’s Copy Issue
- QuickBooks Desktop needs to be updated.
- Getting into a long dash in MS Word and then copying it in your notes can trigger this to take place. A protracted dash is built in Microsoft Word by entering two single dashes between the 2 hyphenated words.
- QBW file is 200 MB or larger.
- The Internet connection is slow or your Firewall settings may be interfering with the upload.
- Damaged Company data file.
The error message may show up when you try to send an Accountant’s copy with the file transfer service.
If you are sending an Accountant’s copy through the Accountant’s Copy File Transfer Service (ACFT), you may see one of the following errors:
- We had a problem sending your file to the Intuit Server
- Warning: There was a problem sending the alterations to the accountant’s copy file transfer server. Please try again later or save a file and send the same via email.
We recommend more than one solution to this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform all of the solutions.
How to Fix QuickBooks Unable To Create Accountant’s Copy Error?
These are the solutions you can use In case this problem arrives.
- Check your Company file name for special characters
- Update QuickBooks Desktop to the latest release
- Decrease the size of the company file
- (If sending Accountant’s changes) In case there is a long dash in your notes
- The company data file is damaged.
Note: If you need to send your Accountant’s Copy instantly, visit the Accountant’s copy overview. This article delivers to you options to send the file without utilizing the Accountant File Transfer Service.
A Few Notes When Creating the Accountant’s Copy:
After saving the Accountant’s copy, QuickBooks displays “Accountant’s Changes Pending” in the title bar and will remain there until you include the changes back from the Accountant or you remove the restrictions. Be aware of the fact that in case you remove the restrictions before the accountant sends back the changes, you will no longer be able to include any adjustments made by the accountant automatically into your QuickBooks.
What are the QuickBooks Limitations?
You should be vigilant about the few limitations on the things that we can adjust with an Accountant’s Copy File, and hence, it may be favorable for all companies. For example, you cannot add, edit, void or delete payroll, estimates, sales orders, transfers of funds between accounts, or inventory build assemblies.
Start Creating Your QuickBooks Accountant’s Copy:
Your accountant can tell you if they prefer you to upload an Accountant’s Copy or a backup file to us, but in many instances, the Accountant’s Copy will be the preferred option. By using the steps above, you can create an Accountant’s copy in QuickBooks easily and without much hassle.
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How to remove the Accountant’s Copy Restriction?
Removing the Accountant’s Copy restriction on QuickBooks Desktop means you are voiding the initial Accountant’s Copy that was made. This is usually done when your Accountant asks you to send another Accountant’s Copy or your company file requires to be repaired due to data damage. Before moving forward, make sure to create a backup of your Company file.
- Visit the File menu, then select Send Company File.
- Select the Accountant’s copy, then Client Activities.
- Click Remove Restrictions.
- Select Yes, I want to remove the Accountant’s Copy restrictions, then OK.
Hope this article resolves your issues regarding the Accountant’s Copy in QuickBooks Desktop. If you want to learn more about other Accountant’s Copy workflows and basic information, then get in touch at QuickBooks Technical Help Desk Number for technical assistance.