Go to the File menu, click Accountant's Copy, click Client Activities, and then click Save File. Confirm you want to create an Accountant's Copy and click Next. Choose a dividing date. (Optional) Change the suggested location for the file and the filename that QuickBooks suggests for the accountant's copy. The file must have a.qbx extension.
Let’s face it. Every computer in the whole world is not a Mac. There may be a time when you will need to use your QuickBooks company file on a Windows computer. For example, maybe you need to send your company file to your accountant who uses a Windows machine. The good news is that QuickBooks for Mac makes this potentially frustrating process easy.
QuickBooks for Mac allows you to simply save your Mac file as a Windows file to use with QuickBooks for Windows. Here are simple step by step instructions on how to make the conversion: On the Mac. In QuickBooks for Mac, that you would like to convert to a Windows file. Choose whichever is most relevant. File Save File for Accountant. File Export To QuickBooks for Windows. Follow the on screen instructions.
QuickBooks will then create a.qbb file. You can then click “Show File in Finder” to locate the file on your Mac. On the Windows computer.
In QuickBooks for Windows., choose File Open or Restore Company. Choose Restore a backup copy and follow the onscreen prompts. When asked to update the file, mark the checkbox and click Update Now. Follow the on screen instructions.
Important:. Advanced Inventory (AI) must be turned off in order to create an Accountant's Copy in QuickBooks Enterprise.
If you are using Accountant's Copy File Transfer (ACFT) service, your accountant has two weeks to download the Accountant's Copy you uploaded. If your accountant asked you to recreate your Accountant's Copy, you have to and recreate the file. Take note that once the restriction has been removed, you can no longer import the Accountant's Changes from the previous Accountant's Copy you created. The QuickBooks title bar will show 'Accountant's Changes Pending' next to the company's file name until you import the Accountant's Changes or until you remove the restriction. To create an Accountant's Copy (.QBX). Go to the File menu, then select Send Company File.
Select Accountant's Copy Client Activities. If you want to save the file locally:. Select Save File. Choose the appropriate location you want to save the file. If you want to send the file using Accountant's Copy File Transfer (ACFT) service:. Select Send to Accountant, then Next. Enter the dividing date, then Next.
Enter your accountant's email address, your name, and your email address. Create and reenter a file transfer password for security. If needed, you can also include a note to your accountant. Select Send. QuickBooks will then close all windows.