QuickBooks Accountant’s Copy: How to Create, Send and Import

An Accountant’s Copy in QuickBooks is usually created so that the Accountant can do work on the company file at the end of the fiscal year. While the Accountant does the work, you as the end-user can still be working on the new fiscal year but you will not be allowed to go back to the previous year. This is done to protect the integrity of the data that the Accountant is working on. Once...

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QuickBooks Lists – Renaming List Items

Before renaming a list item, as mentioned previously, so must also consider the impact it may have on prior year financial statements and reports. As always, before you make the change be sure to BACKUP your company file. Sure you can rename any list item but when you do that, Quickbooks automatically changes all existing transactions containing that item. That’s why I say to you, think...

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