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 software. 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 QuickBooks Accountant Copy 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).
Step-by-Step Guide to Convert an Accountant’s Copy to a Regular Company File
Converting an accountant’s copy into a regular company file in QuickBooks Desktop is a simple process. Whether you’re working with a .QBA or .QBX file, this guide provides clear steps to help you switch seamlessly. Follow these steps to avoid data loss and ensure a smooth transition.
See More: QuickBooks Enterprise to Premier Conversion
Step 1: Convert an Accountant’s Copy (.QBA or .QBX) to a Regular Company File
- Double-click on the Accountant’s Copy file to open it.
- Note: Always back up the file before making changes to protect your data.
- Click on File, then select Send Company File.
- From the dropdown, select Accountant’s Copy and then click on Convert Accountant’s Copy to Company File/QBW.
- A prompt will appear. Hit the OK button to confirm changes made to convert the file.
- Choose a folder where you want to save the new company file.
- Rename the file, if needed, for better organization
Step 2: Convert an Accountant’s Copy Transfer File (.QBX)
If you’re dealing with an accountant’s copy transfer file (.QBX), the process is slightly different.
- Go to the File menu, select Open or Restore Company, and choose Convert an Accountant’s Copy Transfer File.
- After selecting the transfer file option, click Next to proceed.
- Locate and open the accountant’s copy transfer file you want to convert.
- QuickBooks will provide an overview of the selected file. Ensure it’s correct, then click Next.
- Save the File by assigning a name to the file. Also ensure the file type is set to QBW under “Save as Type”.
- Choose a location and click Save.
- Once the conversion is done, you’ll get a confirmation notification. Click OK to finalize the process.
Step 3: Handle Accountant’s Changes (.QBY)
To integrate an accountant’s changes (.QBY):
- Go to File, then select Open or Restore Company.
- Click on Convert an Accountant’s Copy Transfer File.
- After you have selected the conversion type, click on the Next button.
- Find the .QBY file and open it.
- Assign a name to the file and confirm the selection.
- Click on Save.
By following these steps, you can easily convert accountant-related files into regular company files in QuickBooks Desktop.
Conclusion
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.
