how to remove the Accountant’s Copy restriction in QuickBooks Desktop

Removing restrictions from QuickBooks Accountants copy can make it easier for the accountant to make the required changes as and when needed. For this, it is necessary to remove the restrictions and then make the changes after an accountant copy has been made. This is necessary, as the accountant is restricted from making any changes once, the dividing date has crossed. As you know, the accountant’s copy in QuickBooks is a lower version that can fulfill all the accountant’s needs. So, how do you remove the Accountant’s Copy restriction in QuickBooks Desktop? Well, read on to find out more:

What to Keep In Mind Before Removing Restrictions From the Accountant’s Copy

Here are a few things that you need to bear in mind before you remove the restrictions from the Accountant’s copy:

• Once the restrictions have been removed, the changes that are done over the Accountant’s copy cannot be imported into the company file of QuickBooks.
• The process of removal of restrictions is irreversible in the Accountant’s copy.

The Main Reasons For the Removal of the Restrictions From the Accountant’s Copy In QuickBooks

The reasons for taking this action can be wide and various. Some of the most important ones are:

• When the accountant needs to work your file without having restrictions on the transactions.
• To be able to take care of certain changes that occur before the dividing date, you need to get it done on time.
• Certain non-posting documents cannot be modified before the dividend date, hence you need to remove the restrictions. These documents include Purchase orders, estimates, and sales orders.

Similar Topic: Send an Accountant’s Copy of QuickBooks to the Client

how to remove the Accountant’s Copy restriction in QuickBooks Desktop

To work on your transactions, it is the Accountant’s copy that is most preferred and recommended. The Accountant can work on the previous fiscal period of transactions. The changes need to be imported from the Accountant’s copy over to the QuickBooks Company file for this. However, as mentioned earlier, one needs to first create an Accountant’s copy to remove the restrictions from it.

So, below are the steps one needs to follow to create the Accountant’s copy in the QB account:

• Launch the QB software on your system.
• Click on the File Menu option
• Next, select the Send company file
• Select the Accountants copy option
• Now, go to Client Activities
• Here, you need to save the file. This is done by clicking on the Save File option.
• Now, select the Location to Save the file.
• Now, set the Dividend date before so, that this change cannot be done later on.

To Remove The Restrictions from The Accountant’s File

Now, you need to remove the restrictions from the Accountant’s file. For this you will need to follow the below steps:

• Click on the File Menu option in the QuickBooks
• Next, you need to locate the send company file option from the drop-down list.
• Now, click on the Accountant’s copy
• Next, click on the Client Activities option
• Select the Remove Restrictions option
• Now, you will get a box stating “I want to remove the Accountants copy restrictions”.
• Now, click on the Yes option to confirm the process.
• Finally, click on the Ok option to complete the process.

To Convert The Accountant’s Copy into A Regular File After The Restrictions Have Been Removed From The Accountant’s Copy in QuickBooks

Next, the vital step is to be able to convert the Accountant’s copy into a Regular file in QuickBooks Desktop, once the Restrictions have been removed. This can be done in the following ways:

• Firstly the user needs to open the Accountant Copy
• Next, you need to create a backup of the file.
• Click on the File Menu options in the QuickBooks
• Select the send company file option.
• Now click on the accountant’s copy option
• Here you will locate an option called convert accountants copy to company file/QBW.
• Now, select the OK option that will emerge from the conversion confirmations
• Next, you need to Save the QBW files and select the Folder where you need to do so.
• Finally, click on the Save option and later click on the OK option.

Similar Topic: Import Accountant’s Changes In QuickBooks

Conclusion

These are some of the vital steps on how to remove restrictions from QuickBooks account copies. QB offers some of the most sorted-out solutions for the various accounting requirements that can be accomplished in a breeze.