So your accountant provided you with an “Accountant's Copy” and asked you to merge the file with your current Quickbooks file? To make sure that you don’t lose anything in the process, Quickbooks highly recommends you make a backup copy first.
Merging Your Accountant's Changes:
You should make a backup of your company data before attempting to merge the accountant's changes.
• If the accountant's changes are on a 3.5” disk or usb drive, insert the disk or drive into your computer.
• Open the master company file. Then from the "File" menu, choose "Accountant's Review", and then choose "Import Accountant's Changes".
• When the message about backing up your data appears, click "OK".
• Backing up is a safeguard in case anything goes wrong when you try to merge the changes.
• Enter the filename and location for the backup file and click "Back Up". When the "Import Changes from Accountant's Copy" window appears, select the drive that contains the file and click "Open".
For more QuickBooks Tips, explore http://bit.ly/TipSeries. If you have any questions about this tip or any other tips, please email Marketing@CoverRossiter.com or call 302-656-6632. Visit our website at www.CoverRossiter.com/ for more information about our firm and its services.
