Learn to Use an Accountant’s Copy working File in QuickBooks Desktop with QuickBooks Support @ 1-800-731-1629

If you are using QuickBooks, then you may encounter this issue of copy working file. In this post, we will use an accountant copy working file. Once you receive the copy of accountant of client with extension .QBX. You must convert it to working file with extension .QBA. Once the conversion is done, you can easily modify and balance the transactions. 

But you must know that if you are trying to use an accountant copy, you must use the latest version of QuickBooks.

Method 1: Be assured that you are using QuickBooks Accountant Edition

• In the File menu, click on Toggle to Another Edition.
• The version of QuickBooks Premier (or Enterprise Solutions) Accountant Edition - Home will be displayed with some colour. If not, click to it to make colorful
• Choose Next, then click to Toggle. Need to get panic, you can re toggle once you have chosen the correct version.

Method 2: Switch the copy of accountant file to a working file

• In the File menu, click on Open and Restore Company.
• Choose Convert an Accountant’s Copy Transfer File, then click on Next.
• Once you had viewed, then click on Next. Then choose Next.
• Search and open the accountant’s copy with (.QBX).
• Make sure you want to convert the file.
• Rename the file, then click on Save.

If the switching of file is creating issue, feel free to contact us at QuickBooks Support toll free number.

Method 3: Modify the changes to your client’s books

With an accountant’s copy working file, you can now easily manage to do all required changes and modifications to your client’s books. The things we can perform with the help of different Accountant Tools:

• Exact opening balances
• Write off a group of invoices
• To type numerous transactions at a single instant
• Delete or void transactions by batch
• Modify transactions assigned to wrong accounts or classes
• To see all updations in the list
• To resolve incorrectly recorded sales tax
• Make correction in inventory errors

Method 4: To dispatch the changes to your client

Once you have made changes, export the accountant copy as accountant changes (.QBY). Send the file to your client and allow them also to import the accountant’s modifications to their company file.

Now, you will be able to use the working file in QuickBooks Desktop on your own, immediately contact QuickBooks Support toll free number @ 1-800-731-1629 and you can drop a mail to us on our mail id at support@qbooks247.com. You can also stay connected with our leaders 24*7 to guide you in best possible way so that you can be updated with all latest up-gradation.