how to remove accountant’s copy restrictions quickbooks | Explained

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To remove restrictions from accountant’s copy in QuickBooks means, voiding the initial Accountant’s Copy that was created. You may need to remove the accountant’s copy restriction when your accountant asks you to send another accountant’s copy. Besides, you may also need to do it if your company file is damaged and needs to get repaired. Before getting started, you need to create a backup of your company file to prevent permanent data loss. In this post, we will discuss how to remove restrictions from the accountant’s copy in QuickBooks. 

Things You Need To Consider Before You Remove Restrictions From Accountant’s Copy In QuickBooks

Before you remove the accountant’s copy restriction in QuickBooks, you need to consider the below-given points: 

  • Make sure that you are using the latest updated QuickBooks Desktop application. (Update QuickBooks Now)
  • Once you remove the Accountant’s Copy restriction, you cannot undo it. Therefore, it is wise to consult with your accounting professional before you proceed further. 
  • When you remove the restrictions, the changes in the current Accountant’s Copy will not be imported to the company file. In this case, you will need to send another Accountant’s copy. 
  • Create the backup of the company file before getting started using the steps given below:
    • Open QuickBooks and get to the File menu.
    • Next, click on Switch to Single-User Mode.
    • Move to the File menu again and select the Backup Company option.
    • After that, select Create Local Backup.
    • Within the same window, choose Local Backup and click Next.
    • Now, move to the Local Backup Only section, click Browse and choose the location where you want to save the backup file.
    • If you want, you can set the number of backups you want to save.
    • Click OK and then Save it Now.
    • At last, click Next.

Steps To Remove The Accountant’s Copy Restriction

The below-given steps elaborate on how to remove restrictions from the accountant’s copy in the QuickBooks application. Follow the steps carefully: 

  • First of all, move to the File menu and then select Send Company File.
  • Now select the Accountant’s copy and then further select Client Activities.
  • Moving further, select Remove Restrictions.
  • When you see the message “I want to remove the Accountant’s Copy restrictions”, click Yes.
  • Finally hit OK to finish. 

Errors And Unexpected Results When Importing Accountant’s Changes

Sometimes, when you remove restrictions from the Accountant’s copy in QuickBooks, it can lead to unexpected errors when importing the Accountant’s change. When “QuickBooks removes restrictions greyed out” issue occurs, you need to resolve the error with the immediate effects. To resolve the error, you need to follow the below-given solutions: 

  • Update QuickBooks to the latest maintenance release.
  • Ensure that the accountant’s change is saved locally.
  • Data damage is also one of the apparent reasons behind the error. 
  • Remove the accountant’s copy restrictions from the company file, recreate the accountant’s copy, and send it to your accountant. 

These steps can help you in troubleshooting the issues when you remove restrictions from the Accountant’s copy in QB application. 

Reach Out To Our QB Experts!

This post elaborates on how to remove accountants copy restrictions in QuickBooks Desktop application. If you need help from qualified QuickBooks experts, give us a call on our  helpline number. On connecting, describe your concern and remove restrictions from accountant’s copy in QuickBooks with absolute ease.

How to Remove Restrictions from Accountant’s Copy in QuickBooks

Handling over your company file to an accountant is, in actual, a risky task. It is the company file that consists of every minute detail linked with your business. To cover up for any disaster that might happen when your company file is in the hands of your accountant, there is a provision of an accountant’s copy. An accountant’s copy is a slimmed-down version that meets the requirements of the accountant, and changes can be made in it before the dividing date. After the dividing date, the accountant is restricted from making changes. Want to know how to remove accountant’s copy restrictions in QuickBooks? Follow through our article and, in easy steps, remove accountant copy restrictions.

Reasons you Want to Remove Accountant’s Restrictions in QuickBooks

There are a few important points that need to be considered when you remove the accountant’s restrictions in QuickBooks. Then, if your reasons fall into the ones listed, you can move ahead and know how to remove accountant’s copy restrictions in QuickBooks.

  • When you Remove Restrictions from Accountant’s File, the process is irreversible.
  • After the user removes restrictions from the accountant’s file, the changes that have been done in the current accountant’s copy won’t be imported in the company file.Removing Restrictions from Accountant’s File

Here are some of the reasons why you might need to remove restrictions from accountant copy in QuickBooks:

  1. The review of your file has been delayed by your accountant.
  2. Some changes might have caught your attention prior to the diving date.
  3. Your accountant demands to work on your file without any transaction restrictions.
  4. Non-posting documents such as purchase orders, sales orders, and estimates cannot be modified if dated prior to the diving date.

Before you Remove Accountant Copy Restrictions, Here are Steps to Create Accountants Copy

With the help of an accountant’s copy, you can work on current transactions and the accountant works on transactions from the previous fiscal period. Once the accountant completes the task, the changes can be imported from the accountant’s copy into your company file. Go through the methods listed to easily create an accountant’s copy in QuickBooks.

  • Open QuickBooks and click on File
  • Choose Send Company File.
  • From there click Accountant’s Copy and Navigate to Client Activities.
  • Click on Save File and choose the desired location.
  • Also you need to set the dividing date beyond which accountant cannot make changes.

Steps to Remove Restrictions from Accountant’s File

  1. Open File menu and select Send Company File.
  2. Choose Accountant’s Copy and then select Client Activities.
  3. Click on Remove Restrictions.
  4. Confirm the process with Yes, I want to remove the Accountant’s Copy Restrictions.
  5. Finally press OK.

NoteYou will not be able to import your accountant’s changes after performing this operation. If you need to make any changes, you’ll have to either refer to a printed copy or redo the process.

Did the article answer your question of how to remove accountant’s copy restrictions in QuickBooks? The steps are listed in easy to follow ways, yet for any further query, you can contact Help desk at toll-free.

QUICKBOOKS QUICK TIP: REMOVING ACCOUNTANT’S COPY RESTRICTIONS

You can remove the Accountant’s Copy restrictions from your company file and work as if you did not create an Accountant’s Copy. But if your accountant continues to work with the Accountant’s Copy, you will not be able to import your accountant’s changes. You will have to make the changes manually by referring to a printout or PDF file of your accountant’s changes.

To do this task

1.      Important: Consult with your accountant before you remove the Accountant’s Copy restrictions.

2.      Go to the File menu, click Accountant’s Copy, and then click Remove Restrictions.

3.      Go to the File menu and click Accountant’s Copy. Click Client Activities, and then click Remove Restrictions.

4.      If you’re sure you want to remove the restrictions, click the checkbox and click OK.

How to Cancel and Remove Accountant’s Copy Restrictions in QuickBooks?

It may get difficult to hand over all the accounts books to the accountant. Hence, QuickBooks provides an Accountant’s Copy that can be used by the accountant. However, the Accountant’s Copy comes with a few restrictions due to which you cannot apply necessary changes to the company file. In such scenarios, you should remove the restrictions. Most users might not be aware of the procedure of canceling the restrictions. Therefore, in this guide, we will show you how to remove Accountant’s Copy restrictions in QuickBooks without affecting your account.

The comprehensive guide talks about the Accountant’s Copy and Accountant Restrictions while explaining the procedure of how to cancel QuickBooks Accountant’s Copy.

Learn About Accountant’s Copy and Accountant Restrictions

In QuickBooks, the slimmed version of a QB company file is called Accountants Copy which can be opened by an accountant. As a primary user, you are required to add the dividing date in your accountant copy.

By doing so, you will be able to make changes to the file before the dividing date. This should be noted that you cannot make any changes after the dividing date. This way you can make sure that no one can make any changes to your company file without permission. Thus, it is known as Accountant Restrictions.

However, there can be instances when it becomes necessary to remove the restrictions. Due to restrictions, some issues remain pending and also it prevents you from making changes to the copies. If the changes are pending, it shows a message stating Accountant Changes Pending. That is when you need to remove the accountant’s copy restrictions in QuickBooks. Let’s learn how to cancel Accountant’s Copy in QuickBooks 2017 and other versions.

Important Factors to Remember Before Removing Restrictions

There can be different reasons when you want to remove the accountant’s copy. Probably, you are wanting to void the initial Accountant’s Copy created before or your accountant asked you to send other copies. There can be instances when the company file is corrupted and to repair the file, it becomes necessary to remove the Accountant’s Copy restrictions.

Before you learn how to cancel Accountant’s Copy in QuickBooks 2017 and other versions, one has to keep a few things into consideration which are as follows:

  • Your QuickBooks Desktop version should be upgraded to the latest version. If you are running the old version, make sure you upgrade it.
  • Once you remove the Accountant’s Copy restrictions, the modifications in your current Accountant’s Copy cannot be imported to your company file. Hence, you will be required to share another Accountant’s Copy.
  • The procedure of removing the restrictions of an Accountant’s Copy is not reversible.
  • It is also necessary to create a backup of QuickBooks data before removing restrictions of an Accountant’s Copy. But make sure you switch to the Single User mode. For instance:
  • In QuickBooks, click on the “File” menu.
  • Then, press the “Switch to Single-User Mode”
  • Now, click on the “File” menu.
  • Click on the “Backup Company” button.
  • Choose the “Create Local Backup”.
Create Local Backup
  • Then, click the “Local Backup” option.
  • Press the “Next” button.
  • Switch to the “Local Backup Only” option and hit the “Browse” button.
  • After that, you can select the location from where you would pick the file for backup.
  • Once done, set a number for saving backups.
  • Press the “OK” button and click “Save it Now”.
  • Hit the “Next” button.

Once you are aware of the basic requirements and important factors, you can go to remove the Accountant’s Copy restrictions in QuickBooks Desktop.

How to Remove Accountant’s Copy Restrictions in QuickBooks?

To remove the Accountant’s Copy restrictions, you are supposed to open the File menu and click on the Send Company File. Here, you can choose the Accountant’s Copy and click on the Client Activities. After that, you can remove the restrictions. Remember that you accept the confirmation message to reflect the changes in your account.

For step by step instructions, you can check out these steps:

  • Open “QuickBooks Desktop”.
  • Then, click on the “File” menu.
  • Choose the “Send Company File” option.
  • Now, click on the “Accountant’s Copy”.
  • Here, select the “Client Activities” option.
  • Move ahead and hit the “Remove Restrictions” option.
Remove Accountant's Copy Restrictions in QuickBooks Desktop
  • If you find a message on the screen stating “I want to remove the Accountant’s Copy restrictions” option.
  • Click the “Yes” button.
  • Press the “OK” button.

Now, you have learned how to cancel an Accountant’s Copy in QuickBooks. Once done pursuing the following steps, the accountant’s copy will be removed from your record. It is also said that after you remove the restrictions, users find errors when importing the changes of Accountants. We suggest you to upgrade the QuickBooks in the latest version and make sure that the Accountant’s Changes are saved locally. In addition, you can send another Accountant’s Copy.

In a Nutshell

An accountant’s copy can be accessed by the accountant so that he/she can make changes to the file. However, in some situations, you may notice some changes before the diving date or the accountant wants to work on the file with no transaction restrictions. In such moments, you are required to remove the restrictions from the Accountant’s Copy. We hope you have understood how to cancel QuickBooks Accountant’s Copy in Desktop versions.

How to Remove the Accountant’s Copy Restriction In QuickBooks Desktop

Here, we will discuss “How to Remove the Accountant’s Copy Restriction”. By reading the article, you will learn the step-by-step procedure for removing an Accountant’s Copy restriction on QuickBooks Desktop. Here the article provides you the process to remove an accountant’s copy in QuickBooks Desktop along with the tips and notes that may be beneficial to you in removing the accountant’s copy. Still, having any problem contact us on Toll-Free No.

In this, you are voiding the initial Accountant’s Copy that was created. This will happen when your accountants raise you to send another accountant’s copy or company files required to be repaired due to data loss and damage. Before proceeding with these all, make sure you have created the backup of your file.

Table of Contents

What are the Reasons to Remove Accountant’s Restrictions in QuickBooks?

Few points you need to know while removing the Accountant’s Restriction in QuickBooks. If your problem matches any of the specified reasons then move to further reasons indicating how to remove the accountant’s copy restriction in QuickBooks Desktop.

  • Taking off the Accountant’s Copy restriction is irreversible. We always recommended consulting your accountant.
  • Once all the restrictions are detached, all the changes inside the current Accountant’s copy will not be imported to the company file. You are required to transfer another Accountant’s copy.

Reasons why you need to Remove Restrictions from accountant copy in QuickBooks

Take a look at the reasons to Remove Restrictions from accountant copy in QuickBooks. These are:

  • The review of your file delayed by your accountant
  • Some modifications and changes will carry your attention previously to the dividing date
  • Accountants are willing to work on your file without any transaction restriction.
  • It includes purchase orderssales orders, and estimates as Non Posting documents and it cannot be changed if previously dated to the dividing date.

Before discussing the most important format of removing an Accountant’s Copy restriction on QuickBooks Desktop. You must be familiar with a procedure to create a backup of your Company File

We always advised removing the Accountant’s Copy Restriction after taking a proper backup of your current file. If you do this without backup and something went wrong with your data, it will never be recovered and your original data will never get back to you. Take a look at the steps listed below:

How to Create a Backup of your Company file

Do you want to create a backup of your company file?. If you are willing to do so, you can create a backup of your files at any time to prevent data loss and data theft. In other words, we can say that backup is a save point for all your accounting data so that you can use the data in case of any mishappening.

Note: If you don’t want a complete backup of your data and just moving the accounting data. Simply Create a portable Company File. Follow the simple steps if you want to use Intuit Data Protect to Backup your company files.

Create a Backup Company File

Backup Company File will save all the data from your current company file. It includes all your accounting data, templates, letters, logos, images, and related files.

Although, it doesn’t offer you a facility for payroll forms. We will show you how to do the complete procedure.

For creating a complete backup of your data you can either do it manually or do it automatically. 

How to Schedule Automatic Backups

Rather than backup complete data manually, QuickBooks will do it automatically:

  • Open “QuickBooks,” Just go to the “File” menu and then Choose “Switch to Single-user mode.”
  • Visit the “File Menu” again and hover over “Backup your Company”. After that choose, “Create your Backup” 
  • In the Window, Choose “Local Backup” and then “Next”
  • In the Local backup Only Section, Choose “Browse” and then pick the right location for saving your company file.
  • You can set the number of backups as per your choice. It is an optional field.

Tip: You don’t need to pencil or mark on your calendar just to remembrance. Use the options you have in the Online and Local Backup section to set backup reminders.

  • From the Online and Local Backup Section, choose “Complete Verification”. It helps you to ensure and verify that whatever you are willing to save as a backup is in good shape or not.
  • Hit the “ok” option when it is good.
  • After that, choose “Save it now and schedule future backups” and then “Next”. If you are willing to save the backup after some time then pick Only schedule future backups.
  • After that, you have to choose “Save backup copy automatically when I close my company file” checkbox. Now pick the number of times between backups
  • For creating a schedule, choose “New”. A proper filling of the data field is required to create a backup schedule. You can choose a particular date or time from the week.
  • Once you set your schedule, just Choose “OK”. Now QuickBooks is ready to ask about your username and passwords, just for successful Windows sign-in. After successful login, QuickBooks is now able to run the scheduled backup(fully authenticated and legitimate).
  • When you are ready to create a backup just hit “Finish”.

Note: QuickBooks creates backups as well as scheduling the backups for future use simultaneously. When the whole process is completed, You will get a confirmation message as soon as possible.

Backup of Company File Manually

You can manually create a backup of your company file. Take a look at the steps:

  • First of all, Open QuickBooks and then Visit the “File” menu. After that choose “Switch to Single-user Mode”.
  • After that, visit the “File” menu once more and hover over “Back up Company”. Then you have to choose “Create Local Backup”.
  • In the Window, just pick “Local Backup”. After that hit “Next”
  • Visit the Local Backup Only Section, Pick “Browse” and then be ready to pick the right location for saving your company file.
  • You can set the number of backups as per your choice. You need to know; it is an optional field.

Tip: You don’t need to pencil or mark on your calendar just to remembrance. Use the options you have in the Online and Local Backup section to set backup reminders.

  • You must need to ensure and verify that whatever you are willing to save as a backup is in a good shape or not.
  • Hit the “ok” option if it is good.
  • In the End, Choose “Save it now” and then “next”

Once you created a backup of your file, Here are Steps to Create Accountants Copy

An Accountant copy will be very helpful for you to work on current transactions as well as helpful for accountants to work on previous period transactions. Once all the tasks have successfully been completed by accountants then all the changes can easily be imported from the accountant’s copy to the company file. Pick the steps one by one for successfully creating the Accountant’s Copy. 

  • First of all, Open “QuickBooks” and then click on “File”
  • After that, select “Send Company File”
  • Now click “Accountant’s copy” and then browse to “Client Activities”
  • Choose “Save File” and click on it, pick the desired location
  • You are also required to set the dividing date behind the accountants that cannot make changes. 

Steps To remove the Accountant’s Copy Restriction

  • In the first step, Visit the “File” menu, 
  • After that, you have to choose “Send Company File”.
  • Pick the “Accountant’s copy” and then “Client Activities”.
  • Choose “Remove Restrictions”.
  • In this step, you have to choose “Yes, I want to remove the Accountant’s Copy restrictions”
  • In the last step, hit “OK” by satisfying all the changes you have made.

In the End

We hope you like this article and will be very helpful for you to remove the Accountant’s Copy Restriction. We have covered multiple queries with full resolution in this article. If you are stuck at a complex point while implementing the steps, feel free to contact our Intuit certified Proadvisors through the 24/7 technical support number  and remotely fix your issue. 

Also Read :: Fix QuickBooks Error H202 – Multi User Switching Error

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