Thursday, February 19, 2009

Accountant's Copy improved in QuickBooks 2009

There have been a lot of improvements in the Accountant's Copy over the past few years. New for 2009, if there are a few 'bad' transactions, the other 'good' transactions will still be imported. In prior versions, if there were bad transactions the entire import would fail. Now, we can feel more comfortable using the Accountant's Copy to work with our clients.

The Accountant's Copy allows the clients to continue working in the data file for the current year (after the dividing date) while we (the accountant) can work on the data file for the prior year (before the dividing date). Then, we can export our changes to a file for the client to import our changes. With a backup or portable file, the client cannot work in the data file while we have it our they will lose their work.

So, if you haven't used the Accountant's Copy in the past, this is a great year to start using it! Don't forget that you need QuickBooks Premier Accountant Edition to work with an accountant's copy.


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