Convert QuickBooks Accountant Copy to Company File

You may be aware of the functionality that enables you to create a QuickBooks Accountant’s Copy of your company file if you have been using QuickBooks Desktop as your firm’s accounting program. With the help of this copy, you can collaborate with your accountant remotely on the same document and later integrate the modifications without wiping out any data. But occasionally, you might want to use an Accountant’s Copy in .qbx or.qba format instead of a standard corporate file format. (.qbw). You would be free to make modifications in this manner without any limitations.

How to Convert Accountant’s Copy QuickBooks to Company File?

You can easily convert the file using QuickBooks Desktop’s Enterprise Accountant or Premier Accountant versions. Other software versions do not have this feature. Once the file has been changed into a company file, you won’t be able to generate an Accountant’s Changes file either. Simply insert any changes you made to the original company file again. Users receive the QuickBooks reloads error while attempting to open an accountant’s copy transfer file (QBX).

Carefully adhere to the instructions listed below to convert QuickBooks Accountant’s copy to Company file:

Convert Accountant’s Copy QuickBooks

Steps to Convert Accountant’s Copy to Company File in QuickBooks Accountant 2015 & Above

You can follow the steps for 2015 version of QuickBooks accounting software and later versions:-

  • Find your Accountant’s Copy (.QBA or QBX format) and double-click to open it
  • To avoid data loss, back up the file first before continuing
  • Click Send Company File from the File menu to continue
  • Select Accountant’s Copy and then click Convert Accountant’s Copy to Company File/QBW
  • To complete the procedure, click on the “Ok” button
  • You will be prompted to select a location to save the file
  • Choose any folder, then rename the file as you wish
  • Once done then click on the Save button
  • At last, hit the “Ok” button once again.

Now that you have a new file, you can make changes to it without any limitations and it will function as a company file.

If you have any specific query, also get in touch with the experts of Live Chat.

Steps to Convert QuickBooks Accountant 2014 & Below Desktop Versions

In any case that you’re using an outdated version of the QuickBooks Account program.

To convert your QuickBooks accountant file, adhere to following steps:-

  • Do not access any company or accountant files before opening QuickBooks
  • Next, select Accountant’s Copy from the File menu by clicking on it
  • In the following window, select Convert Accountant’s Copy to Company File
  • This will launch a new window
  • In order to convert an Accountant’s Copy file, locate it and click on the Open button
  • You’ll see a dialogue box on the screen that details the procedure’s limits
  • Press the Ok button if you agree
  • Type a new name for the file and choose a location to save the newly converted version of the file
  • To select is something you must do .QBW is listed as the file extension in the “Save as type” menu
  • When you select Save, the file will be converted and you will receive a completion message
  • In the end, you’re supposed to press the Ok button.

The .qbw file you now have should be usable as a normal company file.

Steps to Convert QuickBooks Accountant’s Copy to a Working File

Convert QuickBooks Accountant’s Copy

If you are the accountant and have gotten the Accountant’s Copy file in .qbx format, you must convert it to a functioning file (.qby format) in order to edit it and make changes.

Follow the instructions listed below to obtain this working file.

  • Open QuickBooks and select File from the menu
  • Select the “Open and Restore Company File” option
  • Next, pick Convert an Accountant’s Copy Transfer File
  • An overview of the file will be visible
  • Click “Next’ after going through it
  • Click on the “Next” button after doing the same actions in the following window
  • Click Open after locating the Accountant’s Copy file
  • Verify the conversion, then give the file a name
  • Finally, click on the Save button.

Now that you have a working file (.qby), you can edit it.

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We really hope that the information offered in this write-up will be useful to you as you convert QuickBooks Accountant Copy to Company File. However, if you run into any problems when using the steps described here, or if you have any questions, get in touch LIVE CHAT  with our QuickBooks Helpdesk Team. When it comes to finding solutions for QuickBooks issues, our qualified specialists are always available to assist you.

Frequently Asked Questions

What are the Steps Involved in Changing Accountant’s Copy as Accountant’s Changes (.QBY)?

The below steps help you to easily change Accountant’s copy as Accountant’s changes (.QBY):

  • To begin with, go to QuickBooks’ File menu
  • After that, choose Open and Restore Company from the drop-down box
  • Convert an Accountant’s Copy Transfer File is selected, and the Next option is then presented
  • An overview of the file will appear when you choose to convert the file
  • Now, Click “Next” after the selected file has opened
  • Then you will obtain an Overview of Your Selected File, Recheck the File
  • Rechecking the file is followed by clicking on the “Next” button
  • The Accountant’s Copy File should now be located and opened
  • Once the Accountant’s Copy is Opened, Confirm the Conversion and give the File a Name
  • Now, make sure you save the file
  • You will have a working file (.QBY) in which you can edit anything you want without any limitations.

How Can We Use Review List Update Tool if I Want to Convert my QuickBooks Accountant Copy to Company File?

In order to convert a QuickBooks Accountant Copy to a company file, use the Review List Updates tool as described below:-

  • In the beginning, select Accountant >>> Accountant >>> Client Data Review
  • Then navigate to the options Client Data Review and choose this option
  • Then select the list you need to review in the Review List Changes section
  • You can modify each list’s current status for your checklist
    • Not yet begun
    • Work in Progress
    • Completed
    • Not applicable in this case
  • After done with that, you’re examine the things that have been added, edited, removed, or combined
  • When you’ve completed reviewing all of the items, select Mark All as Reviewed.

What are the Common QuickBooks Errors Can be Encountered When Creating Accountant’s Copy?

  • Error: Not able to create Accountant’s Copy…
  • Error: Accountant’s Copy Exist
  • Warning: You are backing up an Accountant’s Copy…
  • Error: Failed or a big red “X” when working on Accountant’s Copy
  • Your reconciliation will roll back
  • Error: “Specified database is invalid” or “Invalid database server command line” when opening an Accountant’s Copy or Portable file
  • Warning: This is an Accountant’s copy of the company’s data, when opening a QBA file
  • Error: 6xxx, xx when converting an Accountant’s Transfer file.

Read also: Accountants Copy File Error in QuickBooks

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