How to Open Accountant's Copy in QuickBooks? Your Comprehensive Guide

QuickBooks provides a powerful feature known as the Accountant's Copy, allowing seamless collaboration between accountants and clients. If you're wondering how to open an Accountant's Copy in QuickBooks, follow these simple and effective steps outlined below:

Step 1: Launch QuickBooks

Begin by opening QuickBooks on your computer. Ensure that you are using a version that supports the Accountant's Copy feature.

Step 2: Access the File Menu

Navigate to the "File" menu located at the top left corner of the QuickBooks window. Click on it to reveal a dropdown menu with various options.

Step 3: Select "Send Company File"

Within the File menu, find and select the "Send Company File" option. This will open a sub-menu with additional choices.

Step 4: Choose "Accountant's Copy"

From the "Send Company File" sub-menu, opt for the "Accountant's Copy" option. QuickBooks will prompt you to create a dividing date for the Accountant's Copy.

Step 5: Set the Dividing Date

The dividing date is crucial as it determines the point up to which your client can make changes. Enter the appropriate dividing date based on your accounting requirements.

Step 6: Save the Accountant's Copy

After setting the dividing date, save the Accountant's Copy file to your desired location. QuickBooks will automatically append "_accountantscopy.qbx" to the file name.

Step 7: Share the File with Your Accountant

Once the Accountant's Copy is saved, share the file with your accountant using a secure method. You can use email, cloud storage, or any other preferred file-sharing method.

Step 8: Accountant Makes Changes

Your accountant will now work on the Accountant's Copy, making necessary adjustments or corrections. Ensure a smooth communication channel for any queries or additional information.

Step 9: Receive the Accountant's Changes

Once your accountant completes the necessary changes, they will provide you with a file containing their modifications. Save this file to your computer.

Step 10: Import the Accountant's Changes

Return to the "File" menu in QuickBooks, select "Accountant's Copy," and then choose "Import Accountant's Changes." Locate the file provided by your accountant and click "Open" to import the changes into your company file.

By following these straightforward steps, you can efficiently open and collaborate using the Accountant's Copy feature in QuickBooks. This streamlined process enhances the collaboration between you and your accountant, ensuring accurate and up-to-date financial records for your business.

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