It is very important you do NOT remove the restrictions without importing the changes your accountant has made to that point. There may be restrictions on what you can do while an Accountant?s copy is active. Your accountant will create transactions on or before the dividing date. You will only be able to enter transactions in the current period, which is any date after the dividing date once the Accountant?s copy is created. What You Should Know About Accountant's Copyīefore you create an Accountant?s Copy you should decide what the dividing date will be. You can then easily merge the two files together by importing the Accountant?s changes into your company file using QuickBooks. Fortunately QuickBooks includes an 'Accountant?s Copy' feature which allows you to keep your file and continue entering transactions in the ?current period? and, at the same time, allows your accountant to make changes to the file in the Accountant?s Copy. It is not always practical to give them a copy of the file and wait for them to make the changes and return it.
Often that person will need to make some changes to the file. If you?re using your QuickBooks software for a business, it?s very likely you will need to share your data with an accountant or another third party at some point.
