How to Merge Accountant Copies in Quickbooks

QuickBooks created the "accountant's copy" function so small business owners can send copies of their files to their accountants while they continue using the file. Early options included sending a backup file to the accountant, but any new transactions entered by the business owner after the backup had been sent would be lost when the two files merged. The accountant's copy feature was improved in 2008 when Intuit implemented a dedicated, secure online server, so business owners could email the accountant's copy instead of loading it onto a Flash drive.

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Instructions

Merging Accountant Copy Sent Via Email
- 1
  
  Import the Accountant's Changes file. This can be done through the email option, as the accountant will send the .QBY file via email. Click on the attachment but do not open it, instead save it to your desktop. A QuickBooks file cannot be opened without using the QuickBooks program to do so and since it is an accountant's copy, there is a specific series of steps to complete to open this file.
- 2
  
  Open your QuickBooks company file and go up to the "File" button in the top menu bar. Scroll down to "Accountant's Copy" and then to "Client Activities". Choose the "Import Accountant Changes" option.
- 3
  
  Locate the .QBY file you wish to be merged and click on that file and QuickBooks software will merge the accountant's copy with the company file. You may want to take the extra step and choose an area on the computer or flash drive where you want all future copies of the company file to be saved. Intuit recommends using either an external hard drive or removable flash drive.
Merging Accountant Copy Using Flash Drive or CD-ROM
- 4
  
  Open the .QBY file from the flash drive or CD-ROM. If your accountant physically handed you the disk or flash-drive, or mailed it to you, insert the disk or drive into the computer.
- 5
  
  Open the QuickBooks company file, go up to the "File" button in the top menu bar. Scroll down to the "Accountant's Copy" then to "Client Activities" and choose the "Import Accountant Changes" option.
- 6
  
  Locate the company file on the flash drive or CD-ROM. Click on that file and QuickBooks will complete the process for you, merging the accountant's copy with the company file. When prompted for a new location to save future copies of the company file, choose an external hard drive or a flash drive.

Comments

Wahid Oct 24, 2011
see and judge.

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How to Merge Accountant Copies in Quickbooks

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Merging Accountant Copy Sent Via Email

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