How to Remove the Accountant’s Copy Restriction In QuickBooks Desktop

Here, we will discuss “How to Remove the Accountant’s Copy Restriction”. By reading the article, you will learn the step-by-step procedure for removing an Accountant’s Copy restriction on QuickBooks Desktop

In this, you are voiding the initial Accountant’s Copy that was created. This will happen when your accountants raise you to send another accountant’s copy or company files required to be repaired due to data loss and damage. Before proceeding these all, make sure you have created the backup of your company file.

What are the Reasons to Remove Accountant’s Restrictions in QuickBooks?

Few points you need to know while removing the Accountant’s Restriction in QuickBooks. If your problem matches any of the specified reasons then move to further reasons indicating how to remove the accountant’s copy restriction in QuickBooks Desktop.

  • Taking off the Accountant’s Copy restriction is irreversible. We always recommended consulting your accountant.
  • Once all the restrictions are detached, all the changes inside the current Accountant’s copy will not be imported to the company file. You are required to transfer another Accountant’s copy.

Reasons why you need to Remove Restrictions from accountant copy in QuickBooks

Take a look at the reasons to Remove Restrictions from accountant copy in QuickBooks. These are:

  • The review of your file delayed by your accountant
  • Some modifications and changes will carry your attention previously to the dividing date
  • Accountants are willing to work on your file without any transaction restriction.
  • It includes purchase orders, sales orders, and estimates as Non Posting documents and it cannot be changed if previously dated to the dividing date.

Before discussing the most important format of removing an Accountant’s Copy restriction on QuickBooks Desktop. You must be familiar with a procedure to create a backup of your Company File. 

We always advised removing the Accountant’s Copy Restriction after taking a proper backup of your current file. If you do this without backup and something went wrong with your data, it will never be recovered and your original data will never get back to you. Take a look at the steps listed below:

How to Create a Backup of your Company file

Do you want to create a backup of your company file?. If you are willing to do so, you can create a backup of your files at any time to prevent data loss and data theft. In other words, we can say that backup is a save point for all your accounting data so that you can use the data in case of any mishappening.

Note: If you don’t want a complete backup of your data and just moving the accounting data. Simply Create a portable Company File. Follow the simple steps if you want to use Intuit Data Protect to Backup your company files.

Create a Backup Company File

Backup Company File will save all the data from your current company file. It includes all your accounting data, templates, letters, logos, images, and related files.

Although, it doesn’t offer you a facility for payroll forms. We will show you how to do the complete procedure.

For creating a complete backup of your data you can either do it manually or do it automatically. 

How to Schedule Automatic Backups

Rather than backup of complete data manually, QuickBooks will do it automatically:

  • Open “QuickBooks,” Just go to the “File” menu and then Choose “Switch to Single-user mode.”
  • Visit the “File Menu” again and hover over “Backup your Company”. After that choose, “Create your Backup” 
  • In the Window, Choose “Local Backup” and then “Next”
  • In the Local backup Only Section, Choose “Browse” and then pick the right location for saving your company file.
  • You can set the number of backups as per your choice. It is an optional field.

Tip: You don’t need to pencil or mark on your calendar just to remembrance. Use the options you have in the Online and Local Backup section to set backup reminders.

  • From the Online and Local Backup Section, choose “Complete Verification”. It helps you to ensure and verify that whatever you are willing to save as a backup is in good shape or not.
  • Hit the “ok” option when it is good.
  • After that, choose “Save it now and schedule future backups” and then “Next”. If you are willing to save the backup after some time then pick Only schedule future backups.
  • After that, you have to choose “Save backup copy automatically when I close my company file” checkbox. Now pick the number of times between backups
  • For creating a schedule, choose “New”. A proper filling of the data field is required to create a backup schedule. You can choose a particular date or time from the week.
  • Once you set your schedule, just Choose “OK”. Now QuickBooks is ready to ask about your username and passwords, just for successful Windows sign-in. After successful login, QuickBooks is now able to run the scheduled backup(fully authenticated and legitimate).
  • When you are ready to create a backup just hit “Finish”.

Note: QuickBooks creates backups as well as scheduling the backups for future use simultaneously. When the whole process is completed, You will get a confirmation message as soon as possible.

Backup of Company File Manually

You can manually create a backup of your company file. Take a look at the steps:

  • First of all, Open QuickBooks and then Visit the “File” menu. After that choose “Switch to Single-user Mode”.
  • After that, visit the “File” menu once more and hover over “Back up Company”. Then you have to choose “Create Local Backup”.
  • In the Window, just pick “Local Backup”. After that hit “Next”
  • Visit the Local Backup Only Section, Pick “Browse” and then be ready to pick the right location for saving your company file.
  • You can set the number of backups as per your choice. You need to know; it is an optional field.

Tip: You don’t need to pencil or mark on your calendar just to remembrance. Use the options you have in the Online and Local Backup section to set backup reminders.

  • You must need to ensure and verify that whatever you are willing to save as a backup is in a good shape or not.
  • Hit the “ok” option if it is good.
  • In the End, Choose “Save it now” and then “next”

Once you created a backup of your file, Here are Steps to Create Accountants Copy

An Accountant copy will be very helpful for you to work on current transactions as well as helpful for accountants to work on previous period transactions. Once all the tasks have successfully been completed by accountants then all the changes can easily be imported from the accountant’s copy to the company file. Pick the steps one by one for successfully creating the Accountant’s Copy. 

  • First of all, Open “QuickBooks” and then click on “File”
  • After that, select “Send Company File”
  • Now click “Accountant’s copy” and then browse to “Client Activities”
  • Choose “Save File” and click on it, pick the desired location
  • You are also required to set the dividing date behind the accountants that cannot make changes. 

Steps To remove the Accountant’s Copy Restriction

  • In the first step, Visit the “File” menu, 
  • After that, you have to choose “Send Company File”.
  • Pick the “Accountant’s copy” and then “Client Activities”.
  • Choose “Remove Restrictions”.
  • In this step, you have to choose “Yes, I want to remove the Accountant’s Copy restrictions”
  • In the last step, hit “OK” by satisfying all the changes you have made.

In the End

We hope you like this article and will be very helpful for you to remove the Accountant’s Copy Restriction. We have covered multiple queries with full resolution in this article. If you are stuck at a complex point while implementing the steps, feel free to contact our Intuit certified Proadvisors through the 24/7 technical support number +1-855-441-4417 and remotely fix your issue. 

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Author: Editorial Team
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