Accountants Copy Conversion

The Accountants Copy feature in QuickBooks is one of those things that sounds great in theory but creates real headaches in practice. The idea is simple: you send your accountant a copy of your file so they can make adjustments, and while they’re working on it, you keep entering transactions in your own copy. When the accountant is done, you import their changes back. Clean and easy — at least that’s the plan.

What actually happens is a different story. The dividing date that gets set when you create an Accountants Copy locks you out of entering transactions before that date. If your accountant takes longer than expected, or if the import process doesn’t go smoothly, or if the accountant finishes but nobody properly converts the file back, you can end up stuck. We’ve seen businesses trapped with a .QBA file as their only working copy, unable to access their own data the way they need to because the dividing date restriction is still in place.

Sometimes the situation gets even more complicated. The original .QBW file may have been lost, or the accountant’s changes were never properly merged, or the file was passed back and forth so many times that nobody is quite sure which version is the current one. These are the kinds of messes we’ve been untangling for over 26 years.

The conversion itself is something we handle at the file level. We take your .QBA file, remove the Accountants Copy restrictions, and give you back a standard .QBW company file with full access to everything. All the data your accountant entered is preserved, all your transaction history is intact, and the dividing date limitation is gone. You get a clean, unrestricted file that works exactly like a normal QuickBooks company file.

Just upload your .QBA file through our secure link, and we’ll have it converted and back to you in short order. If you have both the .QBA and the original .QBW and need help merging the accountant’s changes, we can handle that too.