What is the process for converting an accountant’s copy to a company file in QuickBooks?

werali
New Contributor

Can someone explain the process for converting an accountant’s copy into a company file in QuickBooks? I have received the accountant’s copy and need to integrate it into my company file. What are the exact steps to ensure everything is updated correctly and that no data is lost? Any detailed guidance or tips would be really helpful. Thanks!

1 REPLY 1

digeti3669
New Contributor II

To convert an accountant’s copy to a company file in QuickBooks, first, open the accountant's copy in QuickBooks. Go to the "File" menu, select "Send Company File," then choose "Accountant’s Copy" followed by "Convert Accountant’s Copy to Company File." Save the file in the desired location, and it will be converted back to a regular company file.

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