How to Import Accountant Changes in QuickBooks?

To properly maintain the accounting data, sending an accountant copy to your account is essential. But sometimes, all these processes become very tough for you. To streamline the process, QuickBooks has a feature that allows importing the accountant copy and working on all changes spontaneously on the company file.

If you want to know how to import accountant changes in QuickBooks, then you will find all the necessary information in this article. But before knowing about all the steps involved in importing accountant changes, let’s see what exactly it is.

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What is Importing Accountant Changes in QuickBooks?

Whenever you send any accounting copy containing all the accountant’s data, you might get back some changes. But doing all changes all time is quite a time taking and burdensome task. But in QuickBooks, you can easily import all accounting changes directly on your file.

In order to import changes, you have two options, either you can import through the web, or you can import through your file.

Now, know about the necessary steps for importing all accountant changes in these two ways:

Import Accountant Changes through the Web

• Open QuickBooks and choose the option “File.” Now select “Open or Restore company,” and then click on “open a company file” and then “Next.”
• Now hit the “Browse ” option and choose the file you need to open. Click on the option “open” and give your login credentials.

• Choose the “File” Menu, go to “accountant’s copy,” and select “Import Accountants changes from Web.” In case you are making use of the Enterprise solutions or Premier Accountant edition, then click on the “File” option in the menu and then go to “client activities,” and choose “Import Accountant changes from Web.”
• Then Download the accountant copy.

Import Accountant Changes through the File

• Open QuickBooks and choose the option “File” from the menu. Now hit the option “Open or Restore company, “click on “open a company file,” and then “next.” Now select “Browse” and choose the file you need to open.
• Select “open” and give login credentials if required.

• Now choose the “File” Menu, go to “Accountant’s copy,” and select “Import accountant changes from the file.” In case you are utilizing enterprise solutions, click on the “File” menu, go to “client activities,” and choose “import accountant changes from the file.”
• Find the changed accountant’s copy having .qby file extension. Choose the file and then click on the option “open.” Go through the account and integrate all changes. You can click the “+” option next to every change to see all details and suggestions for solving all kinds of conflicts.
• Select “Print” or “Save as PDF” to make a copy of the changed accountant’s copy that you can hold.
• Choose “Incorporate accountant’s changes” to restore the accountant’s copy to your company file.
• Now choose the “OK” option for closing QuickBooks and again “OK” for keeping a backup of your file. Choose the location where you need to save your backup and click on “ok” when the backup is finished.
• Go through all the changes you added in the “incorporate accountant changes” window and follow all instructions for solving all conflicts or errors. Click on “close” once done.

FAQs Accountant Changes in QuickBooks

What to do when you are not able to Import Accountant Changes?

There are some common errors because of which accountant changes do not import. They are:

• Unavailability of option “Import Accountant changes” from web/file.
• QuickBooks is not responding.
• You are attempting to get data from another accountant’s copy, not the one created last for this company data file.

How to Avoid Accounting Changes Pending in QuickBooks?

For that, open the File option and send the company file. Now pick the accountant’s copy, and then “client activities.” Choose “remove restrictions.” Select “yes, I want to remove the accountant’s copy restrictions, “then select “OK.”

Also Read – How to Fix Reconciliation Discrepancies in QuickBooks?

Conclusion

Once you have shared the accountants copy with your accountant and got back the file for modifications, you can follow the above steps for importing the accountant’s changed data.