I have a client with a problem involving the accountant's review copy. Last year the client created an accountant's copy for me to use to prepare the tax return. After I made the year-end adjustments, I gave them back to the client on disk, but the client did not import the accountant's changes. For this year's tax return, I would like to work with the clients QBW file, updated with the changes I made last year plus this year's data. I cannot seem to import the changes into the QBW file. According to Intuit, he should be able to merge the accountants changes (AIF file) with the main (QBW file) by choosing File--Accountant's Review--Import Accountant's Changes. Unfortunately, "Import Accountant's Changes" is grayed out and he cannot select this command.
I have a client with a problem involving the accountant's review copy. Last year the client created an accountant's copy for me to use to prepare the tax return. After I made the year-end adjustments, I gave them back to the client on disk, but the client did not import the accountant's changes.
For this year's tax return, I would like to work with the clients QBW file, updated with the changes I made last year plus this year's data.
I cannot seem to import the changes into the QBW file. According to Intuit, he should be able to merge the accountants changes (AIF file) with the main (QBW file) by choosing File--Accountant's Review--Import Accountant's Changes.
Unfortunately, "Import Accountant's Changes" is grayed out and he cannot select this command.
You're probably out of luck on this one. If the Import Accountant's Changes is grayed out, it means that the client "cancelled the accountant's copy". The answer you got from Intuit must have assumed that the client had not done this, but it's pretty certain that they did. Or, if they didn't then someone must have removed the QBX file that was created when they originally made the accountants copy. If you can find that original qbx file and put it back into the directory where the QBW file is, it might work. To try it, put the file there and then launch QB and open your QBW file. If it says "Accountant Copy Exists" at the very top of the screen, try to import the accountant's changes. I think that will work but I haven't tried it.
It would have been necessary to for the client to cancel the accountant's copy in order to fully use the software during the year. For example they wouldn't be able to delete from lists, reorder lists, make an account a subaccount, or rename existing accounts or items. So most likely, the client "cancelled the accountant's copy" and that means that your copy is "orphaned". By that I mean, that even if you give your AIF copy back the client, their company file will not allow it to be imported because it no longer believes that the accountant's copy exists. Even if you create a new accountant's copy from the main file, it still won't allow the aif file you have to be imported.
So, if you can't find the original qbx file or if the experiment in the first paragraph doesn't work, you'll have to manually make all the changes directly into the client's QBW file.
Next time, keep the qbx in the directory where the QBW file is on the clients machine. Note that this restricts them somewhat. And import your changes as soon as you can so that they can cancel the accountant's copy without penalty...
Better yet... Don't use the Accountant's Review copy at all! I never do because of these kinds of problems. Instead, just get a qbb (backup) file from the client each time you need it and make your changes there. Keep notes on the changes you make and then have the client enter those directly into their file.