Thanks for getting back to the thread, @fthorpe1. I'm here to share details and will help you with your accountant 's copy in QuickBooks Desktop.
If you want to create an Accountant's copy, you'll need to make sure it's compatible with the QuickBooks versions you're using. The customer and accountant should ideally be using the same version or year of QuickBooks Desktop when using the Accountant's Copy feature.
Furthermore, while there is only a one-year difference in versions and the accountant has a more recent version, you can still work on the Accountant's Copy using a different version.
Please visit this article for additional information of if you have clarifications: Use the Accountant's Copy.
I've also added this following articles for your future references:
Please don't hesitate to post a reply if you have clarification about Accountant's copy. I'll be around. Stay safe!
