Accountant's Copy - Opening the Changed file from the Accountant & Merging it with your current data file - Step Four

Last, but not least, is for the client to open and import any changes the accountant made in the change file into the current data file.  Many of these changes can be from just changing how a transaction is categorized to entering the journal entries for depreciation.

To import these changes:

1. In QuickBooks, open the company file that this Accountant's Copy came from.
2. Click on File
3. In the menu bar, click Accountant's Copy
4. Import Accountant's Changes from Web or from file that was downloaded from an email and saved to your desktop.   
5. Review the list of changes from the pdf file sent from your accountant.
6. Click the button Incorporate Accountant's Changes

Your accountant will be notified after you incorporate the changes.

Here is a screen shot of the email when your Accountant sends you back a change file:

Click photo to enlarge

And that is the last step in creating, sending, changing, and sending back an Accountant's copy in QuickBooks.

Lynda 

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