Sending a second Accountant's copy

I received this email today:

"HELP!  My accountant did not receive my email with the accountant's copy.  I tried to send him another one but the "send accountant's copy" is grayed out."

Or this other telephone call I received last week:

"I tried to import the change file you sent me using your instructions, but the program won't let me.  The import the change file is grayed out".

Okay, different scenarios but the same functionality. 

In the email above, the client wants to send the file, but the program knows there is an accountant's copy already out there.  In this case, you need to remove the restrictions to send another copy.  Here is how you do this:

• Go to File
• Accountant's Copy
• Remove Restrictions 

OR in Accountant’s edition:

• File
• Accountant's Copy
  Client Activities
• Remove Restrictions

Click photo to enlarge

Now you can create a new accountant's copy.

In the case of my telephone call, that is exactly what my client did (although they never admit it).  The client removed the restrictions while I was working in the file.  When I sent the change file back, the program had processed to remove the restrictions and in essence, there was no accountant's copy out there.  So, if the restrictions are removed, you can no longer import the change file.

How do you fix that?  Well, the only way is to restore a backup from when the restrictions were in place.  Restore the file so it says "Accountant's copy exists" at the top of the program.  Then you will have to re-enter all work lost from the date that you removed the restrictions to the present date.

Lynda 

Check out my website www.artesanibookkeeping.com