fbpx
News & Resources

The Hultquist Blog

How to create an Accountant’s Copy file (for most versions of QB)

  1. Open your QuickBooks file. In the upper left-hand corner, go to the File menu.
  2. Choose File > Accountant’s Copy > Client Activities > Save File
  3. Once you have selected Save File, confirm that you want to save the Accountant’s Copy, not a Portable or Backup file.
  4. Select a dividing date. We usually recommend 12/31/20XX, depending on which tax year is being selected.  Do keep in mind that while this file is out there you will not be able to update any QuickBooks information after this dividing date until we send it back.
  5. You will get a prompt to close all windows, select OK. When saving an Accountant’s Copy make sure to save it in a location where you can easily find it.  The file will end with .QBX.
  6. Click Save
Get In Contact