Remove Accountant’s Copy Restrictions in QuickBooks Desktop

Handing over your company file to an accountant is a dangerous undertaking. It is the corporate file that contains all data about your firm. There is a provision for an accountant’s copy to cover up for any disaster that may occur while your company file is in the hands of your accountant. An accountant’s copy is a condensed version that satisfies the accountant’s needs, and revisions can be made to it before the splitting date. The accountant is prohibited from making modifications after the dividing date. Do you want to know how to remove the copy limits placed on accountants in QuickBooks? Follow our instructions to eliminate accountancy copy limits in a few simple actions.

Reasons to Remove Accountant Restrictions from QuickBooks

When removing the accountant’s limits in QuickBooks, there are a few things to keep in mind. If your reasons match those on the list, you may proceed and learn how to unblock an accountant’s copy in QuickBooks.

When you Remove Restrictions from the Accountant’s File, the operation is irrevocable.
After removing constraints from the accountant’s file, the modifications made in the current accountant’s copy will not be transferred into the company file.

Here are some of the reasons why you might need to eliminate accountant copy limits in QuickBooks:

Your accountant has pushed back the evaluation of your file.
Some alterations may have piqued your interest prior to the dive date.
Your accountant insists on working on your file without any transaction constraints.
Non-posting documents, such as purchase orders, sales orders, and estimates, cannot be amended if they are dated before the diving date.

Before removing Accountant Copy Restrictions, follow these steps to create Accountant Copy

An accountant’s copy can be used to work on transactions from the prior fiscal period while you can work on current transactions. Once the accountant has completed the process, the adjustments may be imported from the accountant’s copy into your company file.

Follow the steps below to simply produce an accountant’s copy in QuickBooks

Open QuickBooks and choose File.
Select Send Company File.
Navigate to Client Activities after clicking Accountant’s Copy.
Click Save File and go to the chosen destination.
You must also specify the date after which the accountant cannot make modifications.

Accountant Copy Restriction Removal in QuickBooks Desktop(2015 and later)

Navigate to the top-level menu and choose File.
From the drop-down option, choose Send Company File.
Then, from the second selection that appears, choose Accountant’s copy.
Select Remove Restrictions from the new drop-down menu.
If you are certain that you wish to remove the limits, select the tab.

If you are awaiting adjustments from your accountant, do not click on the Remove Accountant Restrictions in QuickBooks button since you will be unable to import the changes into your QuickBooks file.

When you click Remove Restrictions, a new window will open with the title “Remove Restrictions.” You will see a warning message in the window that reads, “By doing this, you will be able to edit transactions dated on or before (mm/dd/year) without any restrictions on your file.”
Then, tick the option next to ‘Yes, I wish to remove the Accountant’s Copy limitations’.
Then press the OK button.

Accountant Restriction Removal for QuickBooks 2013 and 2014

If you’re using the 2013 or 2014 edition of the application and trying to figure out how to eliminate accountant limits in QuickBooks.

Navigate to the main menu and then to File.
Select Accountant’s Copy from the drop-down option.
Then, choose Remove Restrictions.
Then, as in QuickBooks 2015 and subsequent editions, proceed with the following procedures.

Conclusion

If you are having trouble eliminating the accountant’s limitations, please call us at our QuickBooks Consultant number. They will assist and direct you throughout the procedure.