QB Issue Resolution:
Allow me to share some information on how you can create an accountant’s copy of your company file and set a password for it.
- Go to File.
- Choose Send Company File.
- Select Client Activities.
- Click Save Files.
- Choose Accountant’s Copy, then click Next.
- Set your Dividing Date.
- Locate the location of your jump stick (:F or any removable device).
- Click Save.
On the other hand, when you set a dividing date on the company file, it only means that it is the date range of the data that your accountant can only work on. To set it. Lastly, password can only be set for accountant copies that are sent via email.
For additional insights, you may check out this article: Use the Accountant’s Copy.
If you need further assistance in creating an accountant’s copy, I’d recommend reaching out to our Customer Care Team. An agent would be able to further help you via secured remote access session.
Here’s how to contact us:
- Visit: https://help.quickbooks.intuit.com/en_US/contact.
- Choose your QuickBooks Product.
- Select your QuickBooks Version.
- On the Contact Us page, click a topic.
- Click on the Get Phone Number button to see the support number.
Resolution for Issue 'making an accountants copy using jump stick' available: Yes (Solved).
Source: Intuit Community forum.
making an accountants copy using jump stick: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for customer care team
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