How to import an Accountant's Change file (QuickBooks)
  Related Services
  Software Advisory
  QuickBooks Support
  Accounting & Bookkeeping
  Financial Statements
  Tax Planning & Preparation

If you sent Youmans & Gardner, CPAs an Accountant’s Copy of your data, we will send you an accountant’s change file (.qby) with our changes. You can then use this file to automatically import our changes into your company file.

To Import our Changes into Your Company File

First, download the accountant's change file from your NetClient portal or from Intuit's Accountant's Copy File Transfer by following the instructions in the related email. We recommend saving the file to your Desktop. Alternatively, you may have been provided your accountant's change file on CD or jump drive.

Note: Only the QuickBooks Administrator can do the following tasks.

There are two ways to open an accountant’s change file. QuickBooks must be running to use the first method.

  1. Open the company file from which you created the Accountant’s Copy.
     
  2. Go to the File menu, click Accountant’s Copy, click Client Activities, and then click Import Accountant’s Changes.
     
  3. Locate the accountant’s change file (.qby) you downloaded, and click Open.
     

The second method opens both the accountant’s change file and QuickBooks. It does not matter if QuickBooks is open or closed when you use this method.

To use this method, double click on the accoutant's change file (.qby) file, either on your disk or as an e-mail attachment.

If QuickBooks is open, the company file that matches the accountant’s change file must be open.  If QuickBooks is closed, the last company file opened must be the one that matches the accountant’s change file.

After you have opened the accountant’s change file using either method, continue with the following seven steps.

 

  1. Review the accountant’s changes. You can use the [+] and [-] to expand or collapse each change to see the details. To see or hide details for all the changes, click Expand All or Collapse All. If any of your accountant’s changes conflict with work you’ve done since saving the Accountant’s Copy, a message displays below the change with an explanation of what to do.
     
  2. (Recommended) Click Print to print a copy of our changes, or click Save As PDF to save a PDF file of our changes. This step is recommended so you have a record of your accountant’s changes.
     
  3. After reviewing the changes, click Incorporate Accountant’s Changes. Or click Close if you choose not to import the changes.

    Note: If you choose not to import the changes, you will have to remove the Accountant’s Copy restrictions and enter the changes manually. Be sure to check with your us before you decide not to import the changes.

     
  4. Click OK to close the QuickBooks windows.
     
  5. Click OK to back up your company file. In the Save Backup Copy window, choose a location for your backup file and click OK. Click OK again when the backup is complete.
     
  6. Review the incorporated changes in the Incorporate Accountant’s Changes window. If your accountant made changes that conflict with work you’ve done since saving the Accountant’s Copy, the Incorporate Accountant’s Changes windows displays messages that explain the conflict and what you should do. Also, this is your last opportunity to print a hardcopy of our changes.
     
  7. After you have reviewed the changes, click Close.

All restrictions imposed when you created the Accountant's Copy file are now removed. You can continue to process your records without limitation and reconcile any accounts (see our important note regarding account reconciliations).

Contact Us
Youmans & Gardner, CPAs
Southwest Georgia

108 East Broughton Street
Bainbridge, Georgia 39817
Click For Map
229.246.1511
Fax 229.246.1488

Florida Big Bend

113 North Madison Street
Quincy, Florida 32351
Click For Map
850.627.7109
Fax 850.627.7384

Firm News
April 15 Tax Deadline Postponed

The IRS has confirmed that the April 15 tax deadline will be postponed until May 17. With tax changes signed into law March 11, expanded Payroll Protection Program eligibility, stimulus questions, and other issues our workload has been greatly increased. This one month delay in the filing deadline will be greatly appreciated! We will work to deliver as many returns as possible by April 15, but we will need some time to react to other pressing client needs.

More details will be announced by the IRS in the near future.

Families First Coronavirus Response Act

Employers are required to continue to pay employees under certain circumstances related to the COVID-19 virus. Employers will be reimbursed 100% of the payments under this act.
Read More ⇒

NetClient Portals

Use our web-based NetClient portals or mobile app to send us documents and other files.
Read More ⇒

Payroll Checkup

Perform a "Paycheck Checkup!" Recent changes to the federal tax law made changes to your paycheck. Be sure that you have the proper amount of federal tax withheld in order to avoid a tax bill. Click here for details.

NetClient CS Apps

Our NetClient portals are mobile!