Account management

Glad you're able to connect your file to the server, @accountant copy failed.

I'm here to assist you in creating an accountant's copy of your company file.

We can only create and send an accountant's copy through a USB or Accountant's Copy File Service. Let me help you from there.

You may follow these steps if you'd like to put your file on a USB:

1. Go to the File menu and then select Send Company File.
2. Select Accountant's Copy and hover over Client Activities.
3. Choose Save File and then Next.
4. Select Accountant's Copy and then Next.
5. Enter the dividing date. Then select Next.

Here's how to send a file via the Accountant's Copy File Service:

1. Go to the File menu and then select Send Company File.
2. Choose Accountant's Copy and then click Client Activities.
3. Select Send to Accountant and then click Next.
4. Select Accountant's Copy and then Next.
5. Enter the dividing date. Then select Next.
6. Enter your and your accountant's email addresses.
7. Create a file password for the file. Your accountant needs this to open it.
8. When you're ready, select Send.

For more details about the process, here's a guide in creating an Accountant's Copy: Create an Accountant's Copy of your Company File.

I've also included an article that will help you delete the restrictions of the accountant's copy. This ensures that you can still send another copy in case of data damage: Remove the Accountant's Copy Restriction.

Let us know if you have other QuickBooks concerns. We're always here to assist.