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Important Links

Power Of Attorney

Accountant’s Copies (Terms May Vary Depending on Quickbooks Version)

Creating

Have the QuickBooks file open for the company that you want to make an accountant’s copy for.
Click on File at the top left of the page, then select Accountant’s Review.
Select Create an Accountant’s Copy.
A window will pop up asking you where you would like to save the accountant’s copy, select the proper location and write down the location.
Move your mouse to the file name area and type the name of the company and the date.
Click OK, accountant’s copy should be complete.

Restoring

Have the QuickBooks file open for the company that you want to restore an accountant’s copy for.
Be sure that the accountant’s copy (CD, floppy, zip disk) has been placed in the proper drive.
Click on File at the top left of the page, then select Accountant’s Review.
Select Import Accountant’s Changes.
A message will pop up telling you to back up; click on the Change icon in the bottom half of the new screen and select the folder C:\ in the scroll down menu.
Go to the file name selection and type in the name of the company and (the date using only numbers).
Click Save and you should get a message that you have successfully backed up and an Import Changes window will appear.
Select the proper drive from the scroll down menu and double click on the file in that folder.
The Quickbooks program will then automatically import the changes.
The accountant’s copy changes should be imported.