What user name and password should my accountant use to open the Accountant's Review Copy?

If you set up users and passwords for your company file, your accountant can open the Accountant's Review Copy by using the name and password for the QuickBooks Administrator of your file.

If you prefer, before making the Accountant's Review Copy you can set up the accountant as a user with a unique name and password, and with full access.

If the audit trail is turned on when you import the accountant's changes, it records the user who imported the changes, not the name the accountant used.

My company data file has become an Accountant's Copy. How can I change it back?

This change may occur if the company data file was renamed with an extension of ".qba," rather than ".qbw." The file extension ".qba" defines an Accountant's Copy file. Once the file has been changed, it cannot be changed back, even if the file is again renamed with a ".qbw" extension. It will still open as an Accountant's Copy.

To return to your normal company data file, you can restore a recent backup, using a different file name for the restored file. All transactions input since the backup was made will need to be reentered once the file has been restored. If you do not have a recent backup, please contact QuickBooks Technical Support.

Important: If you subscribe to the QuickBooks Assisted Payroll Service (formerly QuickBooks Deluxe Payroll), please contact the service to inquire when it is appropriate to restore a backup. If done at the wrong time, restoring a backup may interfere with payroll records.

What if I made an accountant's review copy by mistake?

If you made an accountant's review copy by mistake, you can remove all restrictions on your company data by invalidating the accountant's copy.

From the File menu, choose Accountant's Review. Then choose Cancel Accountant's Changes.

How can I merge the Accountant's changes back in to the original company file?

When your accountant returns your changed company file to you, it will have an .AIF extension.

1. If the file is on a disk or CD-ROM, insert it into your drive.

2. Open the master company file (the latest one that you have on your computer).

3. From the File menu, choose Accountant's Review, and then choose Import Accountant's Changes.

4. When the message about backing up your data appears, click OK.

Backing up is a safeguard in case anything goes wrong when you try to merge the changes.

5. Enter the filename and location for the backup file & click Back Up.

6. In the Import Changes from Accountant's copy window, enter the filename and location of the accountant's changes and click Open.

How can I export Accountant's Copy to my client?

When you have made all of your changes to your accountant's review copy, you can use this window to create an export file to give to your client.

1. From the File menu, choose Accountant's Review, and then choose Export Changes for Client.

2 Enter the filename and location of the file you are about to create. The filename must have an .AIF extension.

3. Click Save.

Does the accountant's review copy allow full QuickBooks functionality?

Because of the complexity of merging changes back into your customer's QuickBooks file, the accountant's review copy does not allow full QuickBooks functionality.