You have two options to integrate the accountant's changes, silvianjim.
- the accountant can send an Accountant Changes file that can be save on a hard drive
- use the Accountant’s Copy File Transfer service to send their changes through the web.
Here's how you can import the changes:
- Back up your company file to have a save point.
- Click the File menu and then select Send Company File.
- Select Accountant's Copy and then Client Activities.
- If your accountant sent you their changes in an Accountant’s Changes file, select Import Accountant Changes from File. Browse your computer for the file. It should have a .qby extension at the end of the filename.
If your accountant used the Accountant's Copy File Transfer Service, select Import Accountant’s Changes from Web. Follow the onscreen steps to import their changes.
Furthermore, you have an option to review the changes to make sure it doesn't conflict any works you've done.
- When you’re ready to import their changes, select Incorporate Accountant's Changes. If you don’t want to import their changes, select Close.
- Select OK to confirm the changes and close any open windows.
- Then select OK and Close again. QuickBooks will create another back up of your company file.
Check this article to learn more: Use the Accountant's Copy.
I'll be here if you still have questions about the process.
