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Importing Your Accountant’s
Changes Into Quickbooks by
Cook Martin, P.C.
www.cookmartin.com
How Do I Import The Accountant Change Back?
NOTE:
Only the QuickBooks Administrator can
do this task. So if you have multi...
Steps To Importing The
Accountant Change File
www.cookmartin.com
2. Choose File > Accountant’s Copy >
Import Accountant’s ...
Steps To Importing The
Accountant Change File
www.cookmartin.com
5. (Recommend) Click Print to print a copy of your accoun...
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Importing Your Accountant’s Changes Into Quickbooks

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Quickbooks can be complicated. Use this step-by-step tutorial to find out how to import your accountant's changes.

Published in: Economy & Finance
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Importing Your Accountant’s Changes Into Quickbooks

  1. 1. Importing Your Accountant’s Changes Into Quickbooks by Cook Martin, P.C. www.cookmartin.com
  2. 2. How Do I Import The Accountant Change Back? NOTE: Only the QuickBooks Administrator can do this task. So if you have multiple users set-up within your QuickBooks, you will have to log-in as the administrator to be able to incorporate the changes. The steps to importing the Accounting Change File are as follows: 1. Open the company file from which you created the Accountant’s Copy. www.cookmartin.com
  3. 3. Steps To Importing The Accountant Change File www.cookmartin.com 2. Choose File > Accountant’s Copy > Import Accountant’s Changes From File. 3. Locate the accountant’s changes file (.qby), from your CD, thumb drive, Desktop or wherever you have the file saved, and click Open. 4. Review your accountant’s changes. You can use the [+] or [-] to expand or collapse each change to see the details.
  4. 4. Steps To Importing The Accountant Change File www.cookmartin.com 5. (Recommend) Click Print to print a copy of your accountant’s changes, or click Save As PDF to save a PDF file of your changes. This step is recommended so you have a record of your accountant’s changes. 6. After reviewing the changes, click Incorporate Accountant’s Changes. 7. Click OK to close the QuickBooks windows. By following these simple steps, it will allow you to automatically incorporate the changes made by your accountant into your QuickBooks. The benefit is that your QuickBooks company file will now be up-to-date and accurate to the records and tax returns prepared by the accountant as well as saving you the time from having to make these adjustments manually.

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