Thursday, June 25, 2009

What I can do in QuickBooks while my accountant is using the review copy of my company file?



While your accountant is making changes to the accountant's review copy, you can do the following in your master copy of your company data file:



What you can do.

Create, edit, and delete transactions.

Add new entries to any of your lists.

Edit the information for a list entry.



What you should not do.

Delete a list entry.
. Reorganize your lists.
E.g You cannot move entries in the list, make an account a subaccount, etc.

Rename existing accounts or items.