How to Send Accountant’s Copy Back to Client in QuickBooks Desktop

Sending an accountant’s copy of QuickBooks back to the client correctly and on time is very important and becomes easy when one gets expert guidance. This article is designed to support this. Let us dig into how you can do so.

Ways to Send an Accountant’s Copy of QuickBooks to a Client

There are multiple ways to send Accountant’s Copy back to the Client. They are:

Method 1: Send Accountant’s Copy via File Transfer

• Open the Accountant’s Copy that you wish to send.
• Click on the ‘File’ option.
• From the drop-down list, please select the ‘Accountant’s Copy’ option.
• From there, choose ‘View/ Export Changes for Client.’
• At this stage, you can go through the Accountant’s Copy and make any necessary amendments. You can do the following:

Commands	Function
Press ‘+’ or ‘-‘buttons	To expand or collapse each change.
Expand All or Collapse All	To show or hide the details of the changes.
Press the‘ Refresh’ button	To view the changes you made in the Accountant’s Copy.
Click on ‘Type column’	To view the window of the new change.

• If you wish, you can add a note for your Client at this stage.

Suggestions: Now, click on the ‘Print’ button if you wish to print. You can also click on the ‘Save As PDF’ option to retain a copy with you for your reference and record.

• Click on ‘File.’
• Then go to ‘View/ Export Changes for Clients.’
• Click on the ‘Send Changes to Client’ option.
• In your chosen Client’s email address, even your name and email address will be shown.
• Click on ‘Notify me when the Client imports the changes.’
• Now click on ‘Send.’

Method 2: Send Accountant’s Copy of QuickBooks via Disk, Drive, or an attachment

Please follow these steps:

• Open the Accountant’s Copy that you wish to send.
• Click on the ‘File’ option.
• From the drop-down list, please select the ‘Accountant’s Copy’ option.
• Choose ‘View/ Export Changes for Client.’
• Check the copy for any changes.
• At this stage, you can add any comment or suggestion for your Client if you wish.
• Now, click on the ‘Print’ button if you wish to print.
• You can also click on the ‘Save As PDF’ option to retain a copy with you for your reference and record.
• Select the ‘Create Change File for Client’ option.
• Accountants copy QuickBooks back to the client
• Enter the ‘Filename’
• Enter the ‘Location’ of the change file.
• Now click on the ‘Save’ option.

Note: While saving the Accountant’s Copy, please make sure that the file has an extension of ‘.qby’.

• Click on ‘OK’ to confirm the changes.
• You can now send the file as an attachment to the email, or by writing the file on a CD, or with the help of a flash drive.

How to Restore an Accountant’s Copy in QuickBooks?

Here are the mentioned steps to restore the Accountant’s Copy that you received back from your accountant (.QBY):

• The user needs to place the Accoutant’s copy in his FileBridge Group drive (G: drive).
• After that, you need to open the QuickBooks Company file corresponding to the Accountant’s copy you want to import.
• To open the company file, you need to follow some instructions:
• You need to go to “File > Send Company File > Accountant’s Copy > Client Activities > Import Accountant’s Change from File”
• After that, browse the Accountant’s copy file (.QBY) in your G: drive.
• After going to the G: drive, complete the required backup of the Company File.
  • Now, rename the Backup to Q:\Backup
• Then, you need to accept your accountant’s changes and finish the merge back to your Company File.
  • Additional Tip: Save a PDF copy of your changes for reference. A PDF copy is also automatically saved in the same folder as your Company File.

Conclusion

Sending an Accountant’s Copy back to the client in QuickBooks is a secure and efficient way to collaborate on company data. By following the correct file exchange steps and ensuring compatibility, both the accountant and client can smoothly share updates without data conflicts. Always keep backups, verify the dividing date, and use QuickBooks’ built-in File Transfer Service for best results. If you face issues while sending or importing the Accountant’s Copy, QuickBooks repair tools or professional QuickBooks support can help ensure a seamless data transfer.

Frequently Asked Questions

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