How to Restore Accountant's Copy in Quickbooks

QuickBooks provides business owners and managers with flexible accounting software. One of features QuickBooks has allows you to create an accountant's copy. This copy allows your accountant to make changes to your historical data while you continue working in your file. The files merge back together when the work is complete, and you are left with your accountant's changes, never missing a day in your QuickBooks.

Instructions

1. Save the accountant's copy somewhere easily accessible on your computer. Save it on your desktop if you are not sure where it should be saved.

2. Open your QuickBooks software, and access your company file. You must be working in the file from which the accountant's copy was taken. Once the software and company files are open, click the "File" button in the upper left hand corner of your menu bar. The drop down menu containing several options including the "Accountant's Copy" button appears.

3. Moving your mouse over the "Accountant's Copy" button in the file menu will open another small menu to the right; move your mouse to the "Client Activities" button. Another menu will open where you will click on "Import Accountant's Changes."

4. Choose the location you stored the accountant's copy in the open menu box when asked to retrieve the accountant's change copy. Clicking the "Open" button in the lower right corner of the menu box will select your accountant's change file.

5. Save the accountant's notes and changes or print the information for your records from the "Incorporate Accountant's Change" box that opens. Click the "Incorporate Accountant Changes" button in the lower right corner of the box after saving the changes and notes.

6. Click "Okay" in the menu box stating QuickBooks will close all windows. A back up copy will be saved. Click the "Okay" button and choose the destination to save your back up file. After clicking the "Okay" button, you will see the "Accountant's Changes" box open again with the incorporated changes. Save or print the incorporated changes from this box. Click the "Close" button in the lower right corner of the box when you are done. You have successfully imported your accountant's copy into QuickBooks.

7. Remove imposed restrictions from your file when you issue an accountant's copy without the ability to retrieve the changed data. Go to the "File" button in the upper right portion of the menu bar. Scroll down the menu to the "Accountant's Copy" button and scroll to the right menu button labeled "Client Activities." Rather than choosing to import accountant's changes, click "Remove restrictions." You will confirm that you want to remove the accountant copy restrictions.

Tips & Warnings

• Use the QuickBooks tutorials for additional support, which can be found by clicking on the help button in the menu bar

• If all changes are not imported into your QuickBooks file during the process, restore your back up copy and remove the merged file with errors

References

• Accountant's Copy

Resources

• QuickBooks Pro Advisor