To perform your work in QuickBooks, you could give the company file access to an accountant. Sharing your company file with an accountant could be a risky thing to do. In particular, you are handing over the company file, which contains all the business-related details. But no worries, we will show you how to prepare for any future disaster that could impact your company’s files. You can create an accountant’s copy, which is a slimmed-down version of the QuickBooks data file. It will meet the needs of the accountant, and the modifications can be made in it before the dividing date. During this period, the accountant will be able to make changes.
However, after the dividing date, the accountant will be restricted from making modifications. So, if you are here to know about how to remove restrictions from accountant’s copy in QuickBooks, then follow this detailed guide. It will provide you with informative insight into the subject. After going through this, you will be able to remove the accountant copy restrictions.
When you find yourself unable to remove restrictions from the accountant’s copy in the QB, you can call us at +1(855)-738-0359. Professional advisors will address your problems with expertise in the matter.
Factors to Consider Before Removing Restrictions from Accountant’s Copy in QuickBooks
You need to consider a few things when you remove the restrictions from an accountant’s copy in QB. This is very crucial to ensure that you don’t lose company data. Carefully review the following points to avoid any further difficulties.
- After removing the restrictions, the changes that are made in the accountant’s copy will not be imported into the company file of QuickBooks.
- Additionally, after removing restrictions from the accountant’s copy, this procedure will be irreversible.
Now, if you are okay with removing restrictions, let’s first discuss some of the reasons why it is essential to do so.
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Reasons to Remove Restrictions from Accountant’s Copy in QuickBooks
There are several different reasons that can require you to remove restrictions from accountant’s copy. Follow each one given below to understand its essentiality.
- The accountant has delayed work on your file because some features are currently restricted for use.
- Your accountant wants to work on the file without any transaction limitations.
- If the date is before the dividing date, then non-posting documents, including purchase orders, sales orders, and estimates, cannot be changed.
- You can make some changes to the file before the division date, and then you need to remove the restrictions.
The given reason can be a problem for some users, and they are desperate to remove restrictions from accountant’s copy in QuickBooks. For users who are unfamiliar with creating an accountant’s copy, we will first discuss the procedure dedicated to them.
Here is How to Create an Accountant’s Copy with Simple Steps
You need to follow the instructions below to create the accountant’s copy, which you can then hand over to the accountant so that it is easy to make changes.
- Start by opening your QuickBooks software
- Next, tap on the File menu option
- Then, choose the Send Company File option
- Select the Accountant’s Copy option
- Navigate to the Client Activities
- After that, you need to save the file by selecting the Save File option
- Choose the Location to save the file
- Now, set the dividing date before that, no one can modify the data
The steps above will help you create an accountant’s copy. Now that you know how to build it, we will also provide you with the steps to remove restrictions from the accountant’s copy in QuickBooks.
Here’s How to Remove Restrictions from Accountant’s File in QuickBooks
Follow the next few steps to learn how to remove restrictions from accountant’s copy in QuickBooks.
- Access QuickBooks Desktop Enterprise and tap on the File menu
- Now, choose the Send Company File option
- Select the Client Activities option
- Then, click on the Remove Restrictions
- Next, you will see a box open up saying, “I want to remove the Accountant’s copy Restrictions.”
- Click the Yes button to confirm the procedure
- Lastly, click OK to save the changes
After you remove restrictions from accountant’s copy in QuickBooks, you or the accountants can work on the company file without any problems. As of now, you have to get to know how to create and make the accountant’s copy restriction-free with easy steps.
How to Send Another Accountant’s Copy Restriction
When you remove restrictions from accountant’s copy in QuickBooks, it means you void the accountant’s copy that you previously created. After removing restrictions from accountant’s copy in QB, you can’t reverse it. We recommend that you work with your accountant. The changes won’t be imported after implementing the procedure. In such a case, you need to send another accountant’s copy. Before doing it, you need to create a backup of the company file. Now, follow the upcoming instructions to send another copy.
- Head to the File menu
- Click on Send Company File
- Tap on Accountant’s Copy
- Then, select the Client Activities
- Choose the Sent to Accountant, followed by Next
- Select Accountant’s Copy
- After that, again click Next
- Now, you need to enter the dividing date
- Next, choose Next
- Enter your address and then the accountant’s email address
- For security, now you need to create a password for the file. Share the password with the accountant
- When you are prepared, choose Send
After that, QuickBooks closes all open tabs and sends the file. Then, you need to note that your accountant will only have two weeks to download the accountant’s copy.
Quickview Table on: Remove Restrictions from Accountant’s Copy in QuickBooks
The table below outlines all the aspects we have covered in this blog regarding the need to remove restrictions from the accountant’s copy in QuickBooks.
| What is an Accountant’s Copy | When you want to give some tasks to the accountant to perform, you just can’t provide full access to the company file. Instead, you create an accountant’s copy and share it with the account with a password and a dividing date to set a limit. |
| Method to Create an Accountant’s Copy | Open QuickBooks and access the File tab. Then, choose the Send Company File. Select the Accountant’s Copy option. Then, move to the Client Activities section and choose “Save File” to save the file. Select the correct Location to save the file and set the dividing date so that no one can make changes before that date. |
| Reasons to Remove Restrictions from Accountant’s Copy in QuickBooks | 1. The accountant delayed the work that had been given 2. If an accountant wants to work without any set restrictions 3. If you want to make changes in non-posting documents, such as purchased orders, sales orders, and estimates |
| Things to Keep in Mind before Removing Restrictions from Accountant’s Copy in QB | 1. It’s an irreversible procedure, so after removing restrictions, you can’t undo it 2. You can’t import the changes you have made in the company file after removing the restrictions |
| Steps to Remove Limits with the Accountant’s Copy. | 1. Click the File menu in QB Desktop 2. Choose the Send Company File, followed by the Client Activities option 3. Tap on the Remove Restrictions Click on Yes when you see a box on the screen saying, “I want to remove the Accountant’s copy Restrictions.” 4. Finally, end the procedure by clicking on OK |
| Send another Accountant’s Copy Restrictions | Open the QuickBooks Desktop, and tap on File, then Send Company File. Click on the Accountant’s Copy and select the Client Activities, and after that choose the Sent to Accountant, then tap on Next. Select the Accountant’s Copy, and again click on Next. Finally, the accountant will provide your email address and set a password for the file. Lastly, click on Send and finish the procedure. |
You can go through with this condensed version of the information. This guide will help you understand the whole procedure to remove restrictions from accountant’s copy in QuickBooks and its technical methods.
Conclusion
This detailed guide has provided you with all the significant aspects of an accountant’s copy of the company file. We have discussed the situations in which we need to remove restrictions from accountant’s copy in QuickBooks. This informative guide provides the procedure for doing it. To avoid any future difficulties, simply follow the steps carefully. However, while following the procedure, you may encounter other technical problems due to a lack of knowledge. In such cases, you can call us at +1(855)-738-0359. The qualified QB excerpts will help you resolve any inconvenience related to QuickBooks.
Frequently Asked Questions (FAQs)
To convert the accountant’s copy to a regular folder, you need to pen the copy file. Next, create the backup file. Open the QuickBooks Desktop to access the file menu. Now, you need to select the Send Company File options and click on the Accountant’s Copy. Then, tap on Convert Accountant’s Copy to Company File. Lastly, tap on the OK button for the conversion confirmation. After completing that, save the QBW file and choose the folder where you want to save it.
You need to back up the file first before importing the changes made to the accountant’s file, because after removing the restrictions, you can’t import the changes. If you have QuickBooks Enterprise, disable the Advanced Inventory. To do this in QuickBooks Desktop, tap on the File menu. Click on the Send Company File. Next, choose the Accountant’s Copy. Then, click on Client Activities. In the case of an accountant changing the file sent by the Accountant, then click on the Import Accountant Changes file button. Now, locate the file on your system and check if the file has a .QBY Extension. Once you have completed this procedure, you are finished.
Even after removing restrictions from accountant’s copy in QuickBooks, you can review the changes made by the accountant. To do so, click on the Incorporate Accountant’s Changes option. If you don’t want to make any changes, simply click the close button. To confirm the changes, tap on the OK button and then close the open window. Then, close the windows again by clicking on OK. QuickBooks Desktop creates another backup file of the company data file. With the help of the following way, you can make these changes.
Kate is a certified public accountant (CPA) with expertise in various accounting software. She is technically inclined and finds passion in helping businesses and self-employed people carry out bookkeeping, payroll, and taxation without worrying about errors. Every once in a while, Kate loves to travel to far-off places and relax in the lap of nature.