My client is using 2017 Pro, I am on 2018. Can they import JE's if I export and send the file going back a year (as in Accountan'ts copy)?

Answer

Hello there, vstrange

I’ll share what I know about importing of journal entries using Accountant’s copy.

Ideally, you should open an Accountant's copy using the same version or year of QuickBooks Desktop.

Since the gap between your client and your QuickBooks is just one year, you can still open and work on the Accountant’s Copy. They can also import journal entries after you send the Accountant’s Copy to them.

If you created changes using features that aren’t available in your client’s version, the changes won’t be imported to the client’s file.

You can go through the Accountant's copy overview article for more information.

This will get you going, vstrange. I’m here anytime you need further assistance while working in Accountant’s Copy. I’m always here to help.

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