How to Create an Accountant’s Copy of Your QuickBooks Data
When working with an outside accountant, you need a way to share your data and then import the accountant’s changes back into QuickBooks. QuickBooks has a built in function to create an Accountant’s Copy of your data, and then later reimport your QuickBooks data once your accountant has made his changes.
You can continue working on some portion of your company file (QuickBooks prevents you from making changes to data before a certain date) while your accountant reviews and makes changes.
- Click on the File menu, select Accountant’s Copy and then select Save File…
- Click Next to continue.
- Select a dividing date for the transactions your accountant will work on. Click Next.
- QuickBooks creates your Accountant’s Copy. Click OK.
An accountant’s file permits your accountant to work on your books while you also work on them. In this tutorial, you learned how to create the accountant’s copy. Now, we’ll learn how to important the accountant’s changes back into our company file.
Importing the Accountant’s Changes Into QuickBooks
Once the accountant makes changes to your QuickBooks data file, you can import those changes back into QuickBooks.
- Click on the File menu.
- Select Accountant’s Copy and select Import Accountant’s Changes.
- Open the Accountant’s Changes file.
- The changes to your file are imported.