Quickbooks accountant’s copy creation is one of the easiest task to accomplish through Quickbooks software. But You need to decide how will you deliver the copy file to your accountant before start creating it. For that, you need to create a small size file to easily sent via email. Here Accounting Helpline shares some quick steps to create an accountant’s copy. Follow the below provided steps or Call Quickbooks Customer Support Phone Number (844)-888-4666 to avail Quickbooks certified experts assistance.
Steps to Create Quickbooks Accountant’s File
-
First of all select the file followed by going to Accountant’s Copy > Client’s Activities > Save the file.
-
Confirm that you want to create an accountant’s copy and then hit the Next option.
-
Choose a dividing date and click Next.
-
Change the Recommended file location and filename for accountant’s copy.
-
Make sure that the file have a .qbx extension.
-
Click Save.
-
Now you can send the Accountant’s Copy transfer file (.qbx) to the accountant.
There are some limitations when Accountant’s copy exist
Generally there is a list of limitations which you can adapt after creating an Accountant’s Copy. These limitations restricts you from doing work and can arise a dispute with your accountant’swork:
Transactions:
The only transactions after the dividing date can be worked upon.
Accounts:
- A new sub-account to an existing account can’t be added.
- You are not allowed to edit, merge, or make an existing account inactive.
- You can make any changes to new accounts.
- You have the option edit, sort, and make list items inactive but you can’t merge or delete list items.
In this way, You can create accountant’s copy with any version of Quickbooks software. But you may face some issues with your quickbooks after creating accountant’s copy due to above limitations or other affecting factors. But you need not to worry about any such errors/issues as Quickbooks Error Support Contact Number (844)-888-4666 is 24*7 reachable to hear you out. Our technical experts will resolve your problem within shortest possible time.
|