How to Import Accountant Changes in QuickBooks

,

Running a business involves managing accounts and keep them updated from time to time. Sometimes the upgrade requires corrections in accounts. Usually, a company or business hires an accountant to manage its accounts. It is the accountant’s job to make account corrections and modifications. When an accountant makes those corrections and modifies the accounts data. He needs to import those accountant changes into accounting software like QuickBooks.

In QuickBooks, it is quite simple to import accountant changes.  The process involves a certain set of steps. Once you are done with the steps, it allows importing your accountant changes.

 Let us discuss more on this…

How to Import Accountant Changes in QuickBooks

QuickBooks import accountant changes is the process involving how to import and add your accountant’s corrections and modifications to update your accounts in QuickBooks. If you have already mailed your accountant his copy of your accounting data, you can directly import their changes. It will automatically update your company file. 

There are two ways to get their changes. The first one is that your accountant sends you an accountant changes file. You can directly save this file on your hard drive. And the second option is that the accountant can use the Accountant’s copy file transfer service to send his changes through the internet. In case of any query, you can work things out with your accountant.

Related Article : QuickBooks Desktop 2019 Improvements, Fixes and Recent Changes

Before Starting on the Steps to Import, you Need to

  • Take the backup of your company file to prevent any kind of data loss.
  • Disable the advanced inventory features if you have not already. You can enable them again once you finish importing your accountant data

Let us Follow the Steps to Import your Accountant’s Changes

  • Jump to QuickBooks Desktop.
  • Then to the File menu.
  • Click on Send Company File.
  • Look for the Accountant’s copy and further the Client’s activities.
  • If your accountant has sent you its changes in an accountant’s changes file, click on Import Accountant Changes from File. Search in your computer system for the file. You will find a file with an extension. qby.
  • If your accountant uses the Accountant’s copy file transfer service, you can select import accountant’s changes from the web. Follow the displayed steps to import the changes

When you are finished importing the accountant’s changes, you need to review them. Follow the steps below to review your accountant’s changes.

Steps to Review Accountant’s Changes

QuickBooks adds your accountant’s changes on its own. While reviewing, do ensure the changes do not conflict with your other work. Have a word with your accountant before moving forward.

  • Whenever you are ready to import the changes, click on Incorporate Accountant’s changes. If you do not wish to import the changes, click on close.
  • If not, click Ok to confirm the changes and close all the open windows.
  • Click Ok and then Close.
  • QuickBooks creates another backup of your company file.
  • In case you wish to update the closing, time or date, and password based on your accountant’s changes.
  • For future references, there will be a PDF enlisting all imported updates. To review these changes in the future, open the folder that has your company file.

Turn the Inventory on

Remember you turned off the Advanced Inventory option and now when you are done importing the accountant’s changes, it’s time to turn advanced inventory back on. In case you use QuickBooks Desktop Pro or Premier or do not use the Advanced Inventory option, feel free to skip this step.

How to Import the Accountant’s Changes if the Option is Disabled or Grayed out-

For this matter, you need to check whether you are importing the right company file. Usually, the option is disabled or grayed out when you are attempting to import the changes to the wrong company file. Or, the Accountant’s copy restriction was removed. Or the files possessing the changes got upgraded to a newer version of QuickBooks Desktop. If any of these issues occur, you should save the changes on your local computer system and then try to import them. Another recommendation is to verify and rebuild to fix the data damage that might have occurred.

  • This is how you can take the action-
  • Locate the File menu.
  • Move on to the Utilities.
  • Select the Rebuild Data option.
  • Get the backup copy of your company file and let the tool run.
  • Once it finishes, click Ok.
  • Again, jump to the File tab>Utilities>Verify Data.
  • The tool will find out the data issues.
  • If no issues found, click ok.
  • If any issue is found, Click Rebuild Now to rebuild your company file data.

After doing all this, you are now able to import your accountant’s copy without any trouble.

Conclusion

QuickBooks makes it easy to attempt QuickBooks import accountant changes. But any problem persists, contact QuickBooks Helpdesk, or contact us for any kind of assistance. Our QuickBooks experts will help you resolve the issue.

FAQ’s

Can I turn the inventory back on once I am done importing accountant changes?

Yes, you can. Follow the steps given in the blog to do the same.

What if I am trying to import the wrong company file?

In that case, the option will be disabled for you.

It is necessary to import accountant changes?

Yes, it is. It will let you have accurate business calculations.

What if my accountant has not sent me any changes?

If your accountant has not sent you any changes, he might be using the accountant’s copy file transfer service.

If your accountant has not sent you any changes, he might be using the accountant’s copy file transfer service.

It is web-based interaction between you and your accountant. Via this service, you can select to make accountant’s changes from the web.

Post Written by

Daniel Tough is a Content expert @ Bigxperts.com with over 7 years of experience who writes blogs on Accounting & Accounting Softwares. He’s an organizer for SEO Meetup & SEO Conference. Daniel regularly writes informative articles on Accounting & Accounting Software integration with various third-party apps.

Leave a Comment

Disclaimer: We have experienced CPAs providing the quality solutions of QuickBooks for many years. Content available on our website is solely our property, and for any feedback contact our team via LIVE CHAT or Contact form. We are not associated with any other company like Intuit and work with our own T&C.

Enquire Here Chat Now