How to Create and Restore an Accountant's Copy in QuickBooks

How to Create and Restore an Accountant's Copy in QuickBooks

Creating an Accountant's Copy:

In order to create an Accountant's Copy of your QuickBooks file and then copy it to your computer, please follow the steps in the below link



Restoring an Accountant's Copy:

To restore the Accountant's Copy that you receive back from your accountant (.QBY):

  • Place the Accountant's copy in your FileBridge Group drive (G: drive)
  • Open your the QuickBooks Company file corresponding with the Accountant's copy you want to import
  • Go to "File > Send Company File > Accountant's Copy > Client Activities > Import Accountant's Change from File"
  • Browse to the Accountant's copy file (.QBY) in the G: drive
  • Complete the backup of the Company File (Required)
    • Point the Backup to Q:\<Company Name> Backup
  • Accept your accountant's changes and complete the merge back to your Company File.
    • We recommend that you also save a PDF copy of your changes at this step, for your reference. a PDF copy will also be saved by default in the same folder as your Company File.

    • Related Articles

    • How do I create a Quickbooks portable file and restore it?

      Summary A portable file (QBM) is a type of a Quickbooks company backup file, which is much more compressed than the regular Quickbooks Backup file (QBB). Typically, it is used to have a compact version of your file for storing, or moving. In some ...
    • How do I download a Quickbooks backup to my local workstation?

      In order to download a backup of your Quickbooks file, you can simply perform a backup, and save it to the G: drive, and then pick it up from your FileBridge group drive. Please watch the video below for the step by step to do so. Please note the ...
    • How to improve the performance of your QuickBooks company file

      Summary: Like every database-driven software, maintenance is required on a regular basis to keep your database (or in the case of QuickBooks, your Company File) healthy. This article will walk you through a few tips that will help you keep your file ...
    • Manage Quickbooks QWC and third-party integrations

      Summary In this article, you will learn how to perform some basic management of Quickbooks Integrated apps. (QWC and third party) This will include How to add a new integration (with a QWC or proprietary Sync App) How to remove an existing integrated ...
    • Emailing from QuickBooks, Sage, Misys and other Applications

      General Guidelines gotomyerp has tight security around all incoming and outgoing traffic, and will require a request from all clients with pertinent information, to allow email traffic through the firewall. Please note that by default, ports 587 is ...