QuickBooks 2014 Premier download Canada
Accountant’s Copy overview in QuickBooks Desktop
An Accountant's Copy will prevent you from making any changes that may conflict with your client's work. Some fields may be disabled in an Accountant's Copy. In other areas, you may see fields with a highlighted background.Highlighted background: Information you enter in fields with a highlighted background will be included in changes you send back to your client.Without highlighted background: For fields without the highlighted background, you can change the information in the field if it helps you with your work, but that information will not be included in the changes you send back to your client.
Accountant (.qba file)What CAN you do:Generally, you can only view lists in an Accountant's Copy, but there are exceptions. You can edit and delete list items, and make any list items you create in the Accountant's Copy inactive. For lists with items dated before the Accountant's Copy was created, you can only view the lists.List RestrictionsAdd item to the following list:Class ListCustomer ListEmployee ListFixed Asset ItemItem ListOther Names ListSales Tax Code List (you can't edit or make items on this list inactive)Vendor List
Edit items to the following lists:Item List (Although you can edit an item in the Accountant's Copy, you can't change it to another type.)Vendor List
Transaction RestrictionsAdd, edit and delete most types of transactions dated on or before the dividing date.Add new transactions dated after the diving date.Edit account and tax information for existing items. Tax line mapping cannot be sent back to the client.Temporarily change preferences.Make adjusting entries.
Other RestrictionsCreate new reports.
Add new customers, vendors, employees, and items. Some exceptions apply and display as disabled fields in the Accountant's Copy.What you CAN’T doList RestrictionAdd, edit, void or delete build assembliesChange the type of an itemDelete and merge existing accountsEnter vehicle mileage
Payroll RestrictionsAdd, edit or delete payroll itemsCreating, editing, deleting or voiding paychequesEntering, editing or deleting timesheet dataTransaction RestrictionAdd, delete and edit (but not void) payments receivedAdd, edit, void or delete sales tax paymentsAdd or use credit card processingCreate non-posting transactions such as estimates and sales ordersEdit or void bill payments by credit cardTransfer funds between accounts
Other RestrictionsImport data from Excel and QuickBooks Desktop Timer filesManage service keys (buy additional license)Use planning & budgeting toolsuse online banking servicesSend user or password changes back to clientSend the changes to memorized reports back to clientSend the changes to preferences back to clientClient (.qbw file with pending accountant’s changes)While the accountant is making changes to the Accountant's Copy, the client can make most changes to transactions in the current period, after the dividing date.What CAN you do
Accountant (.qba file)What CAN you do:Generally, you can only view lists in an Accountant's Copy, but there are exceptions. You can edit and delete list items, and make any list items you create in the Accountant's Copy inactive. For lists with items dated before the Accountant's Copy was created, you can only view the lists.List RestrictionsAdd item to the following list:Class ListCustomer ListEmployee ListFixed Asset ItemItem ListOther Names ListSales Tax Code List (you can't edit or make items on this list inactive)Vendor List
Edit items to the following lists:Item List (Although you can edit an item in the Accountant's Copy, you can't change it to another type.)Vendor List
Transaction RestrictionsAdd, edit and delete most types of transactions dated on or before the dividing date.Add new transactions dated after the diving date.Edit account and tax information for existing items. Tax line mapping cannot be sent back to the client.Temporarily change preferences.Make adjusting entries.
Other RestrictionsCreate new reports.
Add new customers, vendors, employees, and items. Some exceptions apply and display as disabled fields in the Accountant's Copy.What you CAN’T doList RestrictionAdd, edit, void or delete build assembliesChange the type of an itemDelete and merge existing accountsEnter vehicle mileage
Payroll RestrictionsAdd, edit or delete payroll itemsCreating, editing, deleting or voiding paychequesEntering, editing or deleting timesheet dataTransaction RestrictionAdd, delete and edit (but not void) payments receivedAdd, edit, void or delete sales tax paymentsAdd or use credit card processingCreate non-posting transactions such as estimates and sales ordersEdit or void bill payments by credit cardTransfer funds between accounts
Other RestrictionsImport data from Excel and QuickBooks Desktop Timer filesManage service keys (buy additional license)Use planning & budgeting toolsuse online banking servicesSend user or password changes back to clientSend the changes to memorized reports back to clientSend the changes to preferences back to clientClient (.qbw file with pending accountant’s changes)While the accountant is making changes to the Accountant's Copy, the client can make most changes to transactions in the current period, after the dividing date.What CAN you do
