As an Accountant how do I start my work using Accountant's Copy window ?

If your client has provided you with an accountant's review copy of his or her company file, you can use this window to open it.

For accountants only

1. From the File menu, choose Accountant's Review, and then choose Start Using Accountant's Copy.

2. If QuickBooks tells you that you have other windows open, click OK to close those windows.

3. Enter the location and filename of the QuickBooks company file you received from your client and click Open.

This file has a .QBX extension.

4. Make a copy of the file.

In the Name Accountant's copy window, enter the filename and location of the copy you are about to create and click Save.

Note: This file becomes the file in which you enter your changes. Note that the words "Accountant's Copy" appear after the name of the company in the title bar of the QuickBooks Program window.

5. Enter your changes ; some changes are not allowed.

Important: If your customer has set up users and passwords, you'll need to find out the user name and password assigned to you.