Remove Restrictions from Accountant’s Copy in QuickBooks: Fix

In reality, giving your company file to an accountant is a harmful undertaking. It is the company file that includes all of the specifics related to your firm.

An accountant's copy is included to protect against any mishap that might occur while your accountant is handling your company file.

An accountant's copy is a condensed version that satisfies the accountant's specifications; revisions can be made before the dividing date. The accountant cannot make any adjustments after the dividing date.

Are you wondering how to remove the accountant's copy limitations from QuickBooks? To remove restrictions from the Accountant’s copy in QuickBooks, simply follow our article.

Dial +1(855)-738–0359 and connect with our QB professional, as they are available 24/7 to guide you in resolving all your queries.

Some Pointers to Remember After Removal of Restrictions from the Accountant's Copy

Removing constraints from the accountant's copy in QuickBooks requires attention to detail.

They are:

• Once the limitations are lifted, the modifications made to the accountant's copy will not be incorporated into the QuickBooks company file

• While removing the limits from the accountant's copy, the process is irrevocable

Causes the QuickBooks Restriction to be Removed from the Accountant's Copy

Removing the accountant's copy limitation from your QuickBooks account can be done for a variety of reasons.

Here are some of the reasons:

• When your accountant requests access to your file without any limitations on transactions

• You discovered specific adjustments that you must make at that moment before the splitting date

• Certain non-posting documents must have their restrictions removed because they were not altered prior to the dividing date. These are sales orders, purchase orders, and estimates

Methods to Create an Accountant’s Copy Before Removing the Restrictions of the Accountant’s Copy

The processes to create the accountant's copy in the QuickBooks account are as follows.

The procedures are as follows:

• Before selecting the File menu option, first launch the QB program on your system

• Also, pick the Send Company File option

• Select Accountant's Copy

• Navigate to the Client Activities section

• To save the file, select the Save File option

• Next, choose where you want to save the file

• You must next establish the dividing date so that its data cannot be altered by anybody else

Procedure to Remove the Accountant's File Restrictions

The steps are as follows:

• Within QuickBooks, click the File menu item

• Now, choose Send Company File from the drop-down menu

• Select Accountant's Copy now

• Select the Client Activities menu item

• Select Remove Restrictions

• When I wish to eliminate the Accountant's copy restrictions, a box appears

• To finalize the procedure, you must then click the Yes button

• Click the OK button at the end

Conclusion

In this blog, we covered all the aspects related to removing restrictions from the accountant’s copy in QuickBooks. However, if you find yourself stuck with the same issue and can’t figure it out, you can directly dial +1(855)-738–0359 and seek guidance from our professionals. They will surely help you.

You should also know:- What Causes QuickBooks TLS Error?Remove Restrictions from Accountant’s Copy in QuickBooks — FAQ

Q1: What is an Accountant’s Copy in QuickBooks?

• A: An Accountant’s Copy is a special version of your company file that allows your accountant to work on the file separately while you continue managing your business data.

Q2: Why are restrictions applied to an Accountant’s Copy?

• A: Restrictions limit certain transactions and data changes to prevent conflicts between the work you do and the changes your accountant makes simultaneously.

Q3: How do restrictions affect my use of QuickBooks during the Accountant’s Copy period?

• A: You may be unable to edit specific transactions or add certain data types that fall within the restricted areas, ensuring consistency when merging accountant changes.

Q4: What does it mean to remove restrictions from an Accountant’s Copy?

• A: Removing restrictions means lifting the limits placed on data entry or edits, typically after your accountant has finished their work or when you want full access to all transactions again.

Q5: Can I remove restrictions on my own, or does my accountant have to do it?

• A: Generally, your accountant controls the restrictions, but you can request that they send you an updated file with restrictions removed or merged.

Q6: How do I remove restrictions if I have access to the Accountant’s Copy file?

• A: To remove restrictions, you need to merge the Accountant’s Changes file your accountant sends back into your company file, which will update and unlock restricted areas.

Q7: What if I try to edit restricted transactions before removing restrictions?

• A: QuickBooks will block changes to restricted transactions and show a message explaining the restriction; you must wait until restrictions are removed or merged.

Q8: Can restrictions be removed without merging the Accountant’s Changes?

• A: No, restrictions remain until the accountant’s updates are merged back into your company file; removing restrictions without merging is not supported.

Q9: How do I merge the Accountant’s Changes file in QuickBooks?

• A: Use the Accountant’s Copy Import feature under the File menu to import the changes file your accountant provided, which will update your company file and remove restrictions.

Q10: What happens if there are conflicts during the merge of Accountant’s Changes?

• A: QuickBooks will prompt you to resolve conflicts by choosing which changes to keep—either yours or your accountant’s—to ensure data integrity.

Q11: Will removing restrictions affect payroll or tax data?

• A: Once merged, all data including payroll and taxes update to reflect the accountant’s changes, ensuring your records are accurate and complete.

Q12: When should I contact QuickBooks support regarding Accountant’s Copy restrictions?

• A: If you encounter errors merging changes or removing restrictions, or if restrictions remain despite importing updates, contacting QuickBooks support can help resolve complex issues.

Alastor Moody is a tech-savvy accounting professional at Asquare Cloud Hosting who enjoys resolving technical issues.