How to Upload an Accountant's Copy in QuickBooks
When your clients use QuickBooks to manage their businesses, you can review their accounts and close out their books without ever having to go to their offices. Although the QuickBooks application stores company accounting files on the local machine or server, if you receive an accountant's copy of a client's QuickBooks file, you can load the QuickBooks file directly into your QuickBooks application. This saves you travel time and expenses.
Other People Are Reading
Instructions
-
-
1
Save the accountant's copy of the file to your local hard drive. Access the file from whichever delivery method the client used and save the file in your working directory.
-
2
Open your QuickBooks application. Double-click the QuickBooks icon on your desktop or click "Start" in the Windows taskbar. Select "Programs," then locate and click on the QuickBooks application.
-
-
3
Click "File" and click "Accountant's Copy" in the file menu. In the accountant's copy menu, select "Open and Convert an Accountant's Copy Transfer File." Click "Next" after reviewing the prompted information regarding the function of an accountant's copy of a QuickBooks file. Review the details of what can and cannot be done with an accountant's copy, then click "Next."
-
4
Highlight the QuickBooks file you saved to your computer and click "Open." The file should be saved with a .qbx extension. If prompted, enter the password to access the file and click "OK." Read the prompted information about the file, then click "OK."
-
5
Choose the location you want to save the accountant's copy of the file to and select "Save." If prompted, enter the file's password again. Click "OK" to upgrade the file to your version of QuickBooks if prompted to do so. If your client uses the same version of QuickBooks, this prompt will not appear.
-
6
Verify the prompted information about the file and click "OK." The accountant's copy of the file will now load into your QuickBooks application.
-
1
