It isn't the kind of experience we want you to come across, Greg.
I can see the inconvenience this issue has brought up to you. I'm here to answer your queries.
Whenever you send an accountant's copy, we will ask for a password to ensure that only your accountant can open the file. If you don't remember the password, you'll have to resend the accountant's copy as you can't reset this password. You can follow the steps below to reset the password:
- From the File menu, select Send Company File.
- Select Accountants Copy, then Client Activities.
- Click Remove Restrictions.
For your second question, I'll take that you're referring to the password upon logging into your QuickBooks Desktop.
You'll need to change the password every 90 days to protect your critical data such as your Social Security Number, Company EIN, Bank Information (Routing Number, Account Number), or Vendor Tax ID.
I've added this article as your guide in ensuring you meet the password requirements: Password security for QuickBooks Desktop.
You can also visit our Help Articles page for tips on managing your QuickBooks Desktop.
I'm always around whenever you have concerns about the security of your QuickBooks Desktop.
