Create an Accountant's Copy

An Accountant's Copy is a version of your company file your accountant can use to make changes while you continue to work. When your accountant is done, you can then import his or her changes into your company file. Create an Accountant's Copy file and deliver it to your accountant (e-mail, CD, or other method). Before you begin, coordinate with your accountant on a dividing date. This date defines the fiscal period your accountant will work on. You can also create and send an Accountant's Copy in one step using the Accountant's Copy File Transfer, an Intuit Web service.

Important: You cannot create an Accountant's Copy if you have transactions that need to be sent to Intuit for processing (such as Assisted Payroll or Direct Deposit payments). You must send all pending transactions before you create an Accountant's Copy.

To do this task

1. Go to the File menu, click Accountant's Copy, and then click Save File.
2. Go to the File menu, click Accountant's Copy, click Client Activities, and then click Save File.
3. Confirm you want to create an Accountant's Copy and click Next.
4. Choose a dividing date.
5. Click Next.
6. (Optional) Change the suggested location for the file and the filename that QuickBooks suggests for the accountant's copy. The file must have a .qbx extension.
7. Click Save.
8. Give the Accountant's Copy transfer file (.qbx) to your accountant and continue work.