Accountant’s Copy File Error in QuickBooks

Although QuickBooks software has tools and functions for monitoring cash flow, issuing invoices, filing taxes, managing inventory, and more, this does not imply that it is error-prone. “Accountants Copy File Error in QuickBooks” is a frequent issue that many users experience when creating an accountant’s copy. The company file folder may be the cause of the problem, or it may be something else. You can be bothered by this issue and risk missing the due date for a certain activity. Simply scroll through this article to see a list of fixes for the QuickBooks failed to produce an Accountant’s copy problem.

Reasons Behind the Occurrence of Accountants Copy File Error in QuickBooks Issue

The version of the company file that may be utilized in QuickBooks to make adjustments Journal Entries to the data as you continue to work is known as the accountant’s copy. When you’re ready to make adjustments to the QuickBooks Accountant Transfer file, you can easily import the data into the company file by rolling back any changes that have previously been made. The error message “QuickBooks was unable to create an accountant’s copy” is not unusual. It’s crucial to comprehend the root causes of the issue before attempting to repair it.

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The most frequent problems that cause it are the following:

• An update is needed for QuickBooks Desktop.
• There is damage to the Company Data file.
• Your computer’s internet connection could be sluggish, or the firewall could be hindering the upload.
• This problem might arise when a long dash is typed in Microsoft Word and then copied into the notes.
• The QBW file is at least 200MB in size.
• Data transmission issues with the Intuit server.

You can get this QuickBooks problem if you attempt to send the Accountant’s copy along with the file transfer. The following message may appear if you transfer the Accountant’s copy using the Accountant Copy’s File Transfer Service (ACTF).

Error: Problem in sending the file to the Intuit Server

Warning: There was a problem sending the changes to the accountant’s copy file transfer server. Try again later or save the file and send via email.

Solutions to Resolve QuickBooks Unable/Failed to Create Accountant’s Copy Issue

Here are some of the best solutions to resolve the error “QuickBooks unable/failed to create Accountant’s copy issue.

Solution 1: Verify your company filename for special characters

Before proceeding, check your company file name for any special characters.

Ensure there are no commas in the following:

• File name (QuickBooks Desktop 2017)
• Company name (QuickBooks Desktop 2017)

Solution 2: Update QuickBooks to the latest version released

To resolve the issue of not being able to create an accountant copy due to incompatibility with ACFT:

1. Ensure that you are using QuickBooks Desktop 2017 (R14), 2018 (R12), or 2019 (R9), or QuickBooks Desktop Enterprise 17 (R14), 18 (R12), or 19 (R9). If you are using an older version, you will need to update your software.
2. To update your software:

• Go to the Help menu and click on Update QuickBooks Desktop.
• Click on the Update Now tab and check the box for Reset Updates.
• Click on Get Updates and the download process will start.
• When the download process is complete, restart the QuickBooks software.
• Pay heed to the on-screen prompts to install the new release.

Note: If you are still having problems sending or receiving Accountant Copy files after updating the software, restart your computer and try again.

Solution 3: Reduce the size of the company file

If the QuickBooks company file exceeds 200 MB, sending it to the Intuit server may be problematic. There are two approaches to addressing this issue:

Decreasing the file size:

1. Create a portable version of the company file by opening the company file, pressing F2 to access the product information window, and if the file size exceeds 200,000 KB (200 MB), the file transfer service will encounter an error.
2. To reduce the file size, create or restore a QuickBooks portable company file or manually save and send the QBX/QBY file without using the Accountant file transfer service.
3. If the company file size is less than 200 MB, proceed to the next solution.

Solution 4: Use QuickBooks file doctor

When facing a damaged company file, the QuickBooks File Doctor tool can be a lifesaver. Meticulously designed to address errors, particularly company file and network-related issues, this tool is accessible through the QuickBooks Tool Hub or downloadable from  Intuit’s website. Utilizing this tool can effectively resolve the company file damage issue.

Solution 5: Grant full permissions to the files before creating accountant’s copy

1. Navigate to the folder where QuickBooks is installed. Right-click on the QuickBooks file and select the “Sharing and Security” option.
2. In the “Sharing and Security” dialog box, select the “Permissions” tab.
3. Click the “Add” button and select the “Browse” option. Locate the current QB Data Service user. It’s important to note that this user may change with every QuickBooks update, so ensure you grant the account “Change” and “Read” permissions.
4. Create an accountant’s copy by following the on-screen instructions. Make sure the file path doesn’t contain any unusual characters.

Solution 6: Avoid Using Long Dash in MS Word

To send a file to the client with any necessary changes:

1. Avoid using long dashes when entering text in notes to the client.
2. Open a new text editor, such as Notepad, and paste the text into it.
3. Ensure that there are no long dashes in the text.
4. Save the document as a QBY file and send it to the client.

Solution 7: Test the Company file for damage and repair it

• Test Company File for Data Damage:
  • Check if the problem is specific to the current company file.
  • Create a new company file and forward it to the accountant.
  • If there’s no error in the new file, the original company file needs repair.
• Repair the Company File:
  • Use the Verify and Rebuild Data tool (File > Utilities > Rebuild Data > Verify Data).
  • Use the QuickBooks File Doctor Tool from the QB Tool Hub.
  • Use Quick Fix My Program from the QB Tool Hub.
  • Rename ND and TLG files in the QuickBooks folder.
• Restore the Company File Backup:
  • If the above tools don’t resolve the issue, restore the company file backup.
  • Go to File > Open or Restore Company.
  • Click Restore a Backup Copy and then Next.
  • Select Local Backup and then Next.
  • Choose the file to restore and the location to save it.
  • Save the file in the original company file folder, replacing the damaged file.

Points to be Noted When Creating the Accountants Copy File Error in QuickBooks

As soon as the Accountant’s copy is saved, QuickBooks shows “Accountant’s Modifications Pending” in the title bar on the computer screen. This display will remain the same until you add the changes from the Accountant’s copy or remove the restrictions. You won’t be able to make any adjustments made by the accountant automatically in the application if you remove the limits before the accountant sends back the changes.

Limitations of QuickBooks Desktop

The things that can be changed using an accountant’s copy file may be subject to some restrictions. The QuickBooks payroll, estimations, sales orders, transfers of money between accounts, and inventory build assemblies, for instance, cannot be added, edited, voided, or deleted by users.

Begin with Creating the QuickBooks Accountant’s copy

Although the accountant can instruct the users to upload a backup file or an accountant’s copy, the accountant’s copy will typically be the best choice.

Conclusion

We hope the information in this page will be useful to you in resolving the Accountants Copy File Error in QuickBooks. However, you can get in touch with our staff by utilizing our QuickBooks Customer Helpdesk if you run into any issues when implementing the troubleshooting procedures described here or if you have any questions. Anytime you need assistance with QuickBooks error fixes, our experienced experts are here to help live chat.

Frequently Asked Questions (FAQ’s)