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Send an Accountant’s Copy of QuickBooks to the Client.

Send an Accountant's Copy of QuickBooks to Client

QuickBooks Accountant Copy

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 Client

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

Send Accountant’s Copy via File Transfer method:

  • 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:
CommandsFunction
Press ‘+’ or ‘-‘buttonsTo expand or collapse each change.
Expand All or Collapse AllTo show or hide the details of the changes.
Press the‘ Refresh’ buttonTo 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.’

Send the Accountant’s Copy of QuickBooks via Disk or 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.

Tip: While saving the Accountant’s Copy please make sure that the file must have 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 with 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 G: drive complete the required the backup of 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.

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FAQs


how to send the accountant’s copy back to the client?

The accountant’s copy can be sent back to the client via file transfer method and disk, drive, or attachment. to do so, open the accountant’s copy from the dropdown menu then choose “view/export changes for client” and next follow the screen prompts.

1. First of all, the user needs to open the Accountant copy that you want to send.
2. After that, the user needs to press the file option.
3. Then, the user needs to select the option for the Accountant’s copy which is given in the drop-down list.
4. After selecting Accountant’s copy form the drop-down user needs to select the View/Export Changes option for Client.
5. Now, here user can navigate through the Accountant’s copy and make the required changes which you want to do.
6. After Changes again press on file.
7. Now, again navigate to View/Export Changes for a client.
8. Then, the user needs to click the option for sending changes to the client.
9. After that, select the email address of the client, and your name, along with your email address will be displayed.
10. Then, the user needs to click the option and notify me when the client imports the all required changes.
11. Now, users need to click on send.

How Do Export Accountants Change In QuickBooks?

To export accountant changes in QuickBooks, go to the file menu & select “send company file” then select “accountant’s copy, view/export changes for a client then follow the display prompts.

how to create an accountant changes file in QuickBooks

To create an accountant changes file in QuickBooks, Go to File > Send Company File, Select Accountant’s Copy > View/Export Changes for Client. Save changes as PDFs or print them. To save locally, choose Create Change File, select the location, and save. If using ACFT, select Send Changes to Client, enter details, and click Send.

how to convert an accountant’s copy to a working file?

To convert an accountant’s copy to a working file. Open the accountant’s copy, create a backup, and go to File > Send Company File > Accountant’s Copy. Choose “Convert Accountant’s Copy to Company File/QBW,” save the .QBW file in the desired folder, and click Save. Select OK when the conversion is complete.

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