How Do You Change Qba File To Qby File In Quickbooks Upload

To import an accountant's work prepared in an Accountant'due south Re-create import file (.QBY), the first step is to receive and save the .QBY file on your computer. Given the small size of most .QBY files, this file is ordinarily transmitted via electronic mail.

For background, employ of an Accountant'south Copy in QuickBooks is an easy manner for a client company to transfer data to a 3rd-party (such as an accountant), have the accountant make changes and return just those changes, and incorporate them with the visitor file subject to the client's review. In an commodity on our web log, we've described how a company tin hands transfer an Accountant'southward Re-create consign file (.QBX) to us using Intuit's secure servers. This file could also be delivered via other methods, such as commitment on a wink drive or other concrete media. In separate articles, nosotros've reviewed how an accountant works with client data received from an Accountant's Copy and returns that data to a customer.

Working with an Accountant'due south Copy is essentially a 5 footstep process:

client sends an Accountant's Re-create export file (.QBX) to an accountant or third party
auditor or third party works with the data
an auditor or third political party returns completed work to the client
customer imports changes made by accountant or 3rd party
resolving problems if the customer import fails

Throughout this article, we'll refer to different file types with similar names. The part of each of these files is very specific. For more information, see our article describing the different file types in QuickBooks.

Here's a sample bulletin with an Accountant's Copy import file (.QBY) attached. In Outlook, right click on the attachment, and choose Salvage As… in the driblet downwardly menu. Specify a location, and relieve the file. Write down the location you lot specify and then you tin can quickly locate the file when you return to QuickBooks. The exact steps to save an e-mail attachment may vary slightly in your ain email client.

QuickBooks Accountants Copy Client Email

In one case you've saved the file, return to QuickBooks. Click the File->Accountant'southward Copy->Import Auditor's Changes… menu choice. This menu selection will but be available if you lot have an outstanding Auditor'south Copy.

QuickBooks Accountants Copy Import

Y'all'll see the Incorporate Auditor's Changes window. Note that these changes are not yet incorporated – y'all'll have a take a chance to review them first.

QuickBooks Accountants Copy Incorporate Changes

In this window, you can:

read the annotation from your accountant regarding changes made
review a listing of those changes
impress or save a PDF report of those changes
incorporate those changes into your company file

In this example, we recorded a single modify in the .QBA file created from the client'south data, a journal entry. Changes initially appear as single line items, and you can aggrandize (+) or collapse (-) the item that appears below a transaction by clicking the appropriate indicator to the left of the transaction. If your accountant has recorded more than a few transactions, yous can besides click the Aggrandize All and Collapse All buttons to perform those tasks on all of the transactions in the .QBY file. At this point, the changes are described equally not yet incorporated into your company file. Nosotros've attached a sample written report in PDF format showing the output at this stage.

Afterward completing your review, click the Contain Auditor's Changes button. You'll see a message that QuickBooks needs to close all windows. Click Ok.

QuickBooks Accountants Copy Incorporate Changes Close All

Earlier incorporating the changes, as a precaution QuickBooks forces yous to perform a backup. To proceed and backup your information, click Ok.

QuickBooks Accountants Copy Incorporate Changes Backup

QuickBooks will prompt you to specify a file location and name to salve the backup file. When the backup is successfully completed, click Ok. QuickBooks will proceed to incorporate the changes recorded in the .QBY file.

QuickBooks Accountants Copy Incorporating

When the changes have been incorporated, you'll run into a window reflecting the successful event.

QuickBooks Accountants Copy All Done

Information technology's strongly recommended that you lot click Print or Relieve as PDF to document the changes fabricated. If you click the Close button before producing a report of the changes, you'll be cautioned to produce a written report first. Click Abolish to return to the previous window to impress or save a report. If you ignore the caution and click Ok, you lot'll lose whatsoever gamble to produce a report of the changes that were merely incorporated.

QuickBooks Accountants Copy Print Caution

To document your piece of work, click either the Impress or Save as PDF button. At this point, the changes recorded in in the Accountant's Re-create have been sucessfully incorporated into your company file. We've attached a sample of the PDF produced by QuickBooks later on this stride.

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