While you continue working with your accountant, your company file allows you to share a copy with an accountant. To prevent conflicts, some parts of your file become locked during this time, which is known as an “accountant copy restriction”. Through this restriction, you can only have limited access to certain tasks. You can remove the restriction and regain full control of your company file if you’ve finished the working process with your accountant
In this blog, we’ll guide you on how to remove the accountant’s copy restriction with a guide to run your business smoothly.
What is Accountant’s Copy Restriction?
For a short time period, a temporary lock is placed on certain parts of your company file after sending it to an accountant is known as accountant’s copy restriction. It is ensured that you and your accountant can work on the same file through this restriction, without overwriting each other’s changes. You only have permission to edit specific areas, not other areas, while this feature is active, because some tasks are unavailable at that time. You will have full access to restore your file once you remove the restriction.
Why is Remove the Accountant’s Copy Restriction Necessary?
Removing the accountant’s copy restriction is important because if the copy is no longer needed, it helps to restore the company file fully after an accountant finishes their work. It also helps you to prevent permanently importing any further changes that the accountant might have already made to their copy. With this, you are allowed to regain the complete functionality, like editing prior transactions of the year. It also helps in repairing the damaged data.
Steps to Remove the Accountant’s Copy Restriction
Make a full backup of your company file before you begin. So, first back up the file, for which nothing will be lost, because removing restrictions can discard the changes of the pending accountant.
Open Your Company File
Open the company file to deploy the program in which the accountant’s copy restriction displays.
Import the Accountant Changes, If you Received Them First
- First, click on the menu bar for accountant’s copy, then go to the Import accountant’s section.
- Make a review of the changes, accept, or reject as prompted by following the import wizard.
- The restrictions automatically get cleared while the import finishes.
Without Importing, If You Want to Drop the Restriction
- Go to the Accountant’s copy section, then open the remove restriction tab.
- Confirm that you understand that any pending accountant updates can discard this.
- Press the proceed button, for which the file will provide you with full access.
If the “Remove Restrictions” option is Inactive
- First, check whether you are using the same version of the product and the year as the accountant or not, because mismatched versions can able to hide options.
- Move the company file locally after making sure that the company file is stored on a local drive, and reopen it with an external USB, network folder, or cloud-synced folder.
- Make sure that you have full permissions for files if needed to run the program on windows as an administrator.
Verify to Run and Rebuild Utilities
- Make use of the program as a verification tool to scan the issues in the data.
- Follow the prompts to run the rebuild utilities on the data, if any problems are found.
- Try to remove restrictions again after rebuilding.
If the Damaged Company File Appears
- Before something happened the problem, restore from a recent backup.
- You can import customers, vendors, the chart of accounts, and invoices into a new company file if there is no usable backups exist to export lists or transactions.
Use a Portable Copy and Create it as a Workaround
- On your local drive, create a portable company file to restore that file to a new company file.
- Through this, an odd licking behaviour gets cleared and restores full access.
Issued the Dividing Date of the Accountant
- If the dividing date is set incorrectly, confirm it as correct. Otherwise, you may be blocked from editing certain periods.
- There are only two ways to be secure, either you finalize the dividing date with the accountant, otherwise remove the accountant’s copy.
If Everything Fails
- To repair tools, contact the official support or a certified expert, who can run advanced analysis.
- Provide them with the steps that you have already tried, with a clear description of the problem or issue that occurred with your company file.
After the Removal of the Restriction
- Make sure that the data is complete by checking the critical areas while banking, payroll, and invoices.
- Try to communicate with your accountant to get the information about the data, whether the changes are imported or discarded.
Conclusion
In Conclusion, we hope this blog helps you to know how to remove the Accountant’s Copy Restriction. Through this process, you’ll learn the process of bringing back the full authority over your company file, for which you can accordingly adjust it. If necessary, talk to your support team or a certified ProAdvisor through technical support to assist you with solving your issues to run your accounting process smoothly.