Authored By: CodyWebb, Cody is an accountant in the Logan office of Cook Martin Poulson, PC. He specializes in new business setup, federal and state payroll taxation, workers compensation, QuickBooks consultation, and individual and business taxation.
How do I import the accountant change file back into my QuickBooks? If you are tired of having your QuickBooks display “Accountant’s Changes Pending” in the title bar and have now received an accountant’s change file (.qby) back from your accountant, you can use this file to automatically import your accountant’s changes into your company file.
It is important to note that 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.
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.
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.
If you have additional questions regarding QuickBooks or QuickBooks files, please feel free to contact me or the professional you work with.