QuickBooks Desktop comes with a feature called the QuickBooks accountant copy that allows your accountants and clients to open or modify the company file. The Accountant’s Copy helps you to transfer your company data files to your Accountants and clients without using any email or other sharing option.
How to import accountant changes in QuickBooks? You need to follow two steps in order to import and add your accountant’s data. We have provided you all the steps to import your accountant changes in QuickBooks below: Step 1: Import accountant’s changes Firstly, you will have a save point only if you forgot to back up your company file. Turn on the Advanced Inventory feature if you are using QuickBooks Enterprise. After that, Open the QuickBooks Desktop and click on the File menu. Click on Send Company File. Now, you need to select an Accountant’s Copy. Click on the Client Activities. If the accountant’s changes have been sending in the Accountant’s Changes file then you have to click on Import Accountant Changes from File. In the end, you require to search for the file ends with .qby extension. In case, the Accountant’s Copy File Transfer Service is used by your accountant, then you need to choose the Import Accountant’s Changes from Web. After that, follow the steps to import the changes that will display on your screen.