import

The Limitations of the Accountant’s Copy in QuickBooks

If you’re hoping to find something through the QuickBooks Help on the limitations of the Accountant’s Copy, I say to you good luck. Sure it will tell you some useful information about what an Accountant’s Copy is, how large it can be, and so on, but it really doesn’t say what you can and can not use it for. There are so many limitations that I wonder why Intuit even...

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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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The Art of Export/Import in QuickBooks Versions, Part Three

There are a few more tips that you should also be aware of when utilizing the export/import features of QuickBooks – and here I thought I would be finished with Part Two. If you have Customers where you have added Payment Info into the Preferred Payment Method section, such as Credit Card No., Name, etc., then you will have to export/import some of those that you see checked off in the...

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The Art of Export/Import in QuickBooks Versions, Part One

The import/export function was designed to alleviate the re-entry of certain types of QuickBooks lists and transactions. This would usually occur when either a company file has grown too large and a decision has been made to create another company file, or you are creating another similar company that is an affiliate to the parent company. The difficulty or ease of exporting/importing lists and...

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QuickBooks OnLine Bank Transactions Download & HSBC Problem

This may be old news for you current global HSBC bank users, that is, trying to download your bank transactions into QuickBooks. For you new or those of you deciding to bank with HSBC, here’s a flash! DON’T!! Even though this current client is located in Vancouver, BC Canada, this is a problem for HSBC clients globally. It wasn’t hard to find people in a number of other...

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