Nice to have you join this thread, @Pam2467.
I can share with you some insights about accessing your accountant’s copy.
QuickBooks Desktop (QBDT) users and accountants using the Accountant's Copy feature should use the same version or year of QBDT. This way, the Accountant’s copy is compatible with the users’ software and for the changes to be imported.
If you and your accountant are using a different version of QuickBooks, you’ll want to ensure the gap between the versions is just one year. Also, the accountant must have the recent version. This way, you can still work on the Accountant’s copy.
However, if you have the most recent version of QuickBooks compared to your accountant, you’ll want them to upgrade their software. If they don't wish to, they can utilize our free trial to ensure your Accountant’s copy is compatible with your program.
For more details about this process, check out this link for reference: Use the Accountant's Copy.
Once everything is all set, you can now import your accountant's changes into your company file and file your tax return seamlessly.
If you have any other clarifications about the Accountant’s copy, you’re always welcome to share them with me. I’m more than happy to help you. Keep safe a have a great week ahead!
