Why would an accountant's copy file (QBA) not say "accountant's copy" at the top and how can we get the changes back to the client when that option is grayed out?

We received a transfer file from the client and converted to an accountant's copy file. However, the file is acting as if it is a regular file--cannot create change file, does not say "accountant's copy" at the top, cannot convert to a regular working file--but yet still has the QBA extension. We are unable to get the changes back to the client and also cannot create a backup file to upload at the client because it says you cannot restore a backup for an accountant QB version in a regular QB version. We need to get the file to the client and I've tried everything. This is not the first time this has happened.


Hello there, hcharlton,

Someone must have removed the Accountant's Copy restriction after importing the Accountant's Changes.

To resolve this issue, you can perform some troubleshooting steps that cause the option to grayed out.

Here's how:

  1. Open the correct company file
    - Make sure you're opening the company file that has pending Accountant's Changes.
  2. Save the files locally
    -If you are importing the Accountant's Changes from a portable drive (USB or thumb drive), copy the Accountant's Changes locally.
    -If your company file is saved on a server, either copy the company file to the local drive or import the Accountant's Changes on the server.
  3. Send the Accountant's copy using a different method
    -If you are using Accountant's Copy File Transfer service (ACFT), send the Accountant's Changes using a different method i.e. through a CD, thumb drive, or email attachment.
  4. Perform basic data damage troubleshooting
  5. Try using Accountant's Copy in a Test File
    -If import using a TEST file is successful, the program is working as designed and you have to enter the changes manually.
    -if import using a TEST file is unsuccessful, reinstall QuickBooks using clean install.

Feel free to read this article for additional information: Resolve errors and unexpected results when importing accountant's changes.

That will get you fixed right up! But if the issue persists, please let me know so we could try other steps to get this working for you. I’m always here to help.

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IntuitMaryLand , Community Support Specialist
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