Quickbooks Accountant Copy Import Problems

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6 hours ago In QuickBooks Desktop, go to the File menu and then select Send Company File.; Select Accountant's Copy and then Client Activities.; If your accountant sent you their changes in an Accountant’s Changes file, select Import Accountant Changes from File.Browse your computer for the file. It should have a .qby extension at the end of the filename.

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9 hours ago The accountant emailed a backup copy of the account changes but when I try to import them into the company file in Quickbooks desktop 2019 PRO the import option is grayed. I am unable to select the option to import the file into my company file. When I downloaded the accountant changes from the email the file is saved as a QBB file.

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9 hours ago Scenario 3 – Unspecific Problems in QuickBooks 2007 or Earlier. In QuickBooks 2007, an attempt to import an Accountant’s Copy import file (.qby) may produce the following error: Import Failed. A problem was encountered when trying to import changes. Please restore the back up made before importing changes.

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7 hours ago To import an accountant’s work prepared in an Accountant’s Copy import file (.QBY), the first step is to receive and save the .QBY file on your computer. Given the small size of most .QBY files, this file is normally transmitted via email. For background, use of an Accountant’s Copy in QuickBooks is an easy way […]

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9 hours ago Find answers to your questions about get started with official help articles from QuickBooks. Get answers for QuickBooks Desktop Accountant US support here, 24/7.

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1 hours ago In case you sent an accountant copy to your Accountant with the accounting details, you can easily import their modification. It, in turn, automatically updates the company file of QuickBooks. There are two mediums available for sending accountant change files, i.e., saved files in your system’s hard drive or via the Accountant’s copy file

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4 hours ago Choose File: Accountant’s Copy: Import Accountant’s Changes from Web. A window will open showing a listing of the changes your accountant made. It is recommended that you print a copy of these changes. After reviewing the changes, click Incorporate Accountant’s Changes. Creating backups may be required before, during or after importing.

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3 hours ago When you cannot import the accountants changes into the client data file--what are your alternatives.

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Frequently Asked Questions

How do I import changes made by my accountant into QuickBooks?

Once your accountant has completed working with your file, he or she will create a change file for you to import back into your company file. You will receive an email from Intuit/QuickBooks that says your accountant has sent changes for you to import.

What happens when I send the accountant's copy through QuickBooks?

When you have sent the Accountant’s Copy through the QuickBooks File Transfer Service, your accountant will receive an email letting him or her know the file is ready to download. Once your accountant has completed working with your file, he or she will create a change file for you to import back into your company file.

How do I resolve a problem with the accountant's copy import?

To resolve this, change the setting in the company file (.qbw) to match the setting that the accountant made in the Accountant’s Copy working file (.qba), which in turn has been included in the Accountant’s Copy import file (.qby). Once the settings match, the import should proceed normally.

How do I import a copy file from Outlook to QuickBooks?

Here’s a sample message with an Accountant’s Copy import file (.QBY) attached. In Outlook, right click on the attachment, and choose Save As… in the drop down menu. Specify a location, and save the file. Write down the location you specify so you can quickly locate the file when you return to QuickBooks.

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