How Do I Upload Qbo To Send To My Accountant

To import an accountant'southward work prepared in an Accountant'southward Copy import file (.QBY), the beginning step is to receive and save the .QBY file on your calculator. Given the small size of near .QBY files, this file is normally transmitted via e-mail.

For background, use of an Accountant's Copy in QuickBooks is an easy way for a client visitor to transfer information to a third-party (such as an accountant), accept the accountant make changes and return just those changes, and incorporate them with the visitor file subject to the client's review. In an commodity on our web log, we've described how a company can hands transfer an Auditor'southward Re-create export file (.QBX) to us using Intuit's secure servers. This file could also be delivered via other methods, such as delivery on a wink drive or other physical media. In divide articles, nosotros've reviewed how an accountant works with client data received from an Auditor's Re-create and returns that data to a client.

Working with an Auditor's Re-create is essentially a 5 step procedure:

client sends an Accountant's Copy export file (.QBX) to an accountant or third political party
accountant or third party works with the data
an accountant or third party returns completed work to the client
client imports changes fabricated by accountant or third political party
resolving bug if the client import fails

Throughout this commodity, we'll refer to different file types with like names. The function of each of these files is very specific. For more than information, see our commodity describing the different file types in QuickBooks.

Here's a sample bulletin with an Accountant'south Copy import file (.QBY) attached. In Outlook, right click on the attachment, and choose Salvage As… in the driblet down menu. Specify a location, and save the file. Write downwards the location you specify and so you lot can quickly locate the file when you lot render to QuickBooks. The exact steps to save an email attachment may vary slightly in your own email client.

QuickBooks Accountants Copy Client Email

One time you've saved the file, return to QuickBooks. Click the File->Accountant's Copy->Import Auditor's Changes… carte option. This carte choice will simply exist available if y'all have an outstanding Accountant's Re-create.

QuickBooks Accountants Copy Import

Y'all'll encounter the Incorporate Auditor's Changes window. Notation that these changes are not nonetheless incorporated – yous'll have a chance to review them first.

QuickBooks Accountants Copy Incorporate Changes

In this window, yous can:

read the notation from your accountant regarding changes made
review a listing of those changes
impress or save a PDF report of those changes
contain those changes into your company file

In this example, we recorded a single change in the .QBA file created from the client's information, a periodical entry. Changes initially appear as single line items, and yous tin aggrandize (+) or collapse (-) the detail that appears beneath a transaction by clicking the appropriate indicator to the left of the transaction. If your accountant has recorded more a few transactions, y'all can as well click the Expand All and Plummet All buttons to perform those tasks on all of the transactions in the .QBY file. At this signal, the changes are described as not yet incorporated into your visitor file. We've attached a sample report in PDF format showing the output at this phase.

Subsequently completing your review, click the Incorporate Auditor's Changes button. You'll see a message that QuickBooks needs to close all windows. Click Ok.

QuickBooks Accountants Copy Incorporate Changes Close All

Before incorporating the changes, as a precaution QuickBooks forces you to perform a backup. To go along and backup your data, click Ok.

QuickBooks Accountants Copy Incorporate Changes Backup

QuickBooks will prompt you to specify a file location and name to salve the backup file. When the backup is successfully completed, click Ok. QuickBooks will go along to incorporate the changes recorded in the .QBY file.

QuickBooks Accountants Copy Incorporating

When the changes accept been incorporated, you'll meet a window reflecting the successful event.

QuickBooks Accountants Copy All Done

It's strongly recommended that y'all click Print or Salve as PDF to document the changes made. If you lot click the Shut push before producing a written report of the changes, you'll be cautioned to produce a report first. Click Abolish to return to the previous window to print or save a report. If you lot ignore the caution and click Ok, you'll lose any take chances to produce a written report of the changes that were just incorporated.

QuickBooks Accountants Copy Print Caution

To certificate your work, click either the Impress or Save as PDF button. At this point, the changes recorded in in the Accountant'southward Copy have been sucessfully incorporated into your company file. We've fastened a sample of the PDF produced by QuickBooks afterwards this step.

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