Accountant's Copy & Upgrading QuickBooks

Got a QuickBooks Mess? Call The QuickBooks Gal!

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal

If you are upgrading from an older version of QuickBooks - QB 2004, for example - and an Accountant's Copy exists, be advised that you will lose the Accountant's Copy in the process.

When you upgrade, the Accountant's Copy is "broken", If your accountant is working in your file with an Accountant's Copy, he will not be able to return it to you in the older version expecting that your newly upgraded file will accept it.

Be sure that you check with your Accountant before you upgrade to assure that you both have the same version and to coordinate your upgrade process in order to either obtain and install the Accountant's Copy before you upgrade or to ask that your financial professional wait until after you have both upgraded the file.


I hope this is a useful tip. Be sure to come back again for another QuickBooks Gal Minute.
If You've Got a QuickBooks Mess, Call The QuickBooks Gal!

I'm Jayne Miller, The QuickBooks Gal. Thanks for listening.

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