Blue Flower

The QuickBooks software, Accountant’s copy is used to make essential changes to the transactions on/before dividing date. This advanced software provides the features to accountants as well as clients to work on clients company file at the same time. After completing the editing, the Accountants will be able to send the changes to the client. If the user is working in Accountant’s copy QuickBooks application will show Accountant’s copy next to company file name. When you are working on Accountant’s copy you will view some fields are disabled. In such cases, you will not be able to make the changes because of the restrictions.

Functions of an accountant:

  • Adding, customising and deleting the transactions dated on/before the dividing date

  • Put on new transactions dated after dividing date

  • Adding and editing the chart of accounts

  • Editing tax and account information for existing items

  • Add new employees, customers, vendors and items

  • Create adjust and print 940, 941 and W-2 forms

  • Printing of 1099 and 1096 forms in historical period

  • Generate new reports

  • Change preferences temporarily

  • Create the adjusting entries

How to create an Accountant’s copy for clients

If you also wants to know that how to create and how to turn off accountant's copy in QuickBooks, you can follow the process given below for it:

  • Select File menu > Accountant’s copy > client activities > create Accountant’s copy > next

  • Provide dividing date and click next

  • Rename the file name that is arrested by QuickBooks for Accountants copy. It must have .QBX extension click Save after changing the location of file that is optional.

  • In QuickBooks, title bar will display “Accountants changes pending”

  • Give .QBX file to your accountant

  • Continue to work with company data

Therefore, it is the complete process that you will use to create Accountants copy for clients in QuickBooks.

Technical support services with experts:

If you are facing any kind of error or issue to create or how to turn off accountant's copy in QuickBooks, you just need to contact the QuickBooks technical experts for help. We are available to provide the technical support services to every user of this accounting software. You can contact us at our toll free number 1800 301 4813. We are also available at email and live chat options to provide 24/7 support services to every user of QuickBooks. We are always available to provide instant help to all the queries.