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QuickBooks 2013 For Dummies by Stephen L. Nelson, MBA, CPA

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Accountant’s Copy

Hey. While I’m on the subject of the housecleaning stuff that you can do with your QuickBooks files, let me mention the Accountant’s Copy feature.

Accountant’s Review allows your accountant to make adjustments in a special copy of your QuickBooks data file while you continue to enter your daily transactions in the master file. When your accountant returns the updated file, you can merge the changes back into the master file.

To use Accountant’s Review, choose File⇒Create Copy. Select the Accountant’s Copy option and then follow the onscreen instructions. You can import the accountant’s changes later. If you need help with this feature, talk to your accountant.

warning_bomb.eps You should never upgrade to a newer version of QuickBooks while your accountant is still working with the Accountant’s Copy. Or at least you shouldn’t do this if you plan on using the accountant’s changes. If an active Accountant’s Copy is in use, your screen will state that at the very top, next to the company name.

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