Resolve Errors & Unexpected Results in QuickBooks: When Importing Accountant’s Changes

QuickBooks having multiple special features such as the Accountant’s copy that enable the client to send a copy of its file to the accountants so that they can do required changes on that special copied file. On the other hand, a client is able to work with the original file. When all the required changes have successfully done, the accountant sends back the changed file and this helps the client to do all these changes in their original file.

Accountant’s copy will help you and your accountant or client to work on an individual company file simultaneously. Accountant’s changes come inside the file type created at the same moment while importing the changes your accountant or client made in the Accountant’s copy. Once the Accountant’s copy restrictions remove, your client can import the changes to the company file. 

Errors and Unexpected results when importing accountant’s changes can occur due to the accountant’s copy restriction being removed or by possible data damages happening on the company file. Before moving further, you must be aware of its causes and make sure you’re working on the latest release of QuickBooks Desktop with all the critical updates needed by the program. Fix this error right now by following the below-mentioned solutions in the same order place here. Let’s see how to fix it:

How to Resolve Unexpected Results in QuickBooks While Importing Accountant’s Changes?

From here you will not only know about the solutions to resolve errors and unexpected results when importing accountant’s changes as well as other solutions to different errors occurring while importing accountant’s changes.

Points You Must Know:

• If the file having uncertain Accountant’s Changes was upgraded to the latest release or new edition of QuickBooks Desktop, you’re required to restore the backup copy before performing any up-gradation or manually enter the accountant’s changes to add it to the company file
• Upgrading the Accountant’s Copy(.QBA) working file for matching the current copy file with uncertain Accountant’s Changes having no assurance that the changes you made are imported
• Intuit advised to prevent yourself from upgrading a company file with uncertain Accountant’s Changes to a different version and edition of QuickBooks Desktop software. You always go to import the Accountant’s Changes before upgrading the company file. It defines the best, you always tried to do it this way

Error: “Unable to import Accountant’s Changes”

When you’re attempting to import Accountant’s Changes following error messages will appear on your screen. Look at the below:

“QuickBooks cannot import the Accountant’s Changes. Possible reasons are…”; \

                                                              or

You cannot select Import Accountant’s Changes from Web/File because it is grayed out

Look at the reasons behind this error:

• Changes are importing inside the incorrect company file
• Accountant’s copy restrictions have been removed
• A file with uncertain Accountant’s Changes has attempted to upgrade to the latest release of QuickBooks Desktop

Solution 1: Open the Right Company File

Ensure that the company file you have been opened has uncertain Accountant’s Changes.

Solution 2: Saving of Files Locally

• In case you’re importing the Accountant’s Changes from a portable drive either USB or thumb drive, you have to copy the Accountant’s Changes locally
• In case your company file is saved on a server, it is up to you to either copy the company file to the local drive or import the Accountant’s Changes on the server

Solution 3: Send the Accountant’s Copy following different Tactics

If you’re working with the Accountant’s Copy File Transfer Service(ACFT), send the Accountant’s copy by following the different tactics. You can do this either by a CD, thumb drive, or an email attachment. 

Solution 4: Perform Basic data damage troubleshooting

In this solution, you have to perform basic data damage troubleshooting. 

Solution 5: Try using the Accountant’s Copy in a Test File

This solution will be very helpful in recognizing the reason for the problem if the problem is caused due to a damaged QuickBooks installer or due to data integrity issues. 

• If import by using the TEST file is successful, the programs work as the same it designed and all the changes need to do manually
• If importing by using the TEST file is unsuccessful, you have to perform a clean install of QuickBooks Desktop

Error: QuickBooks is Not Responding when Importing Accountant’s Changes

You will get into this problem when trying to import more than 1000 changes at once. But when you are attempting to import less than 1000 changes and still your QuickBooks showing the same. You shouldn’t worry at all just go through the steps discussed down to fix this error:

Solution 1: Saving of Files Locally

• In case you’re importing the Accountant’s Changes from a portable drive either USB or thumb drive, you have to copy the Accountant’s Changes locally
• In case your company file is saved on a server, it is up to you to either copy the company file to the local drive or import the Accountant’s Changes on the server

Solution 2: Test the QuickBooks Pdf Converter

QuickBooks Desktop consisting of multiple reports while importing the Accountant’s Changes. If the QuickBooks Pdf Converter doesn’t work well, your whole procedure ends in failure. So you have to fix it with simple ideas:

• Save all your Accountant’s Changes in the pdf format
• In case, you’re not able to save the file, then troubleshoot PDF problems with QuickBooks Desktop appropriately

Solution 3: Prepare a Basic data damage troubleshooting on your company file

In the event, you have to perform basic data damage troubleshooting. 

If due to some circumstances your original file is being damaged, this will continue to slow down the importing process. Several data damages may be necessary to leave your current Accountant’s copy. 

Note: We are highly advised to prepare a backup of your company file and choose accountant consultancy services before removing the Accountant’s copy restriction.

Solution 4: Try using an Accountant’s Copy in a Test File

This solution will be very helpful in recognizing the reason if the problem is caused due to a damaged QuickBooks installer or due to data integrity issues in QuickBooks. 

• If import by using the TEST file is successful, the programs work as the same it designed and all the changes need to do manually
• If importing by using the TEST file is unsuccessful, you have to perform a clean install of QuickBooks Desktop

Error: “You are attempting to import data from a different Accountant’s Copy than the one that was last created for this Company Data file”

You may get into this error when you have been removed the Accountant’s Copy restrictions and on the other hand, you have upgraded your uncertain Accountant’s Changes as according to the latest release version or edition of QuickBooks Desktop. So before making any changes to your file highly consult your Accountants to get the right path. To fix the issue manually just follow up the step-by-step solutions which are discussed down:

• Open QuickBooks Desktop version you have, if the version is no longer installed, reinstallation a program in a different directory or folder so that you prevent yourself from overriding your new version
• You have to restore the company file made earlier to upgrade the file. Ensure that the backup still having Accountant’s copy restriction

Note: “Accountant’s Changes pending” on the program header shows you that your company file still has the restriction.

• Import the Accountant’s Changes
• Make sure you did everything in importing perfectly
• Upgrade your Company file
• It is optional to uninstall the previous version of QuickBooks Desktop

To prevent yourself from again reoccurring the issue, don’t do the following:

• DO NOT upgrade a company file that has pending Accountant’s Changes
• DO NOT remove the accountant’s copy restriction without consulting with your accountant, it gives you an adverse effect
• If the Accountant’s Copy restriction has been removed, the Accountant’s Changes is unable to be imported whenever a backup with the restriction has been created successfully

Error: “Backup fails when importing Accountant’s Changes”

We advised creating a copy of your company file before you start following the steps:

Solution 1: Turn Off or Disable Backup Verification

• From the Create Backup window, click on Local backup>> Files
• Choose No verification, then click on the OK option

Choosing this option for your backup will stop QuickBooks Desktop to check data integrity. While it might allow you to import the Accountant’s Changes, it is unable to fix the damages made into your company file.

• Click on Next and follow the on-screen prompts until the backup is not successfully done
• Optional! Once the changes haven’t done successfully imported, check and verify the data integrity of your company file

Solution 2: Perform Basic data damage troubleshooting

In this solution, you have to perform basic data damage troubleshooting. 

Note: If the damages are due to duplicate lists then you have to check QBWIN.log.Verify list. Duplicate name encountered. To resolve the duplicate list items in a simple way, you need to remove the Accountant’s Copy Restriction and recreation of an Accountant’s Copy or enter the Accountant’s Changes manually.

Error “Unexpected results after importing Accountant’s Changes”

Due date on transactions created in Accountant’s Copy(changed/removed) after importing the Accountant’s Changes

Terms and Due Date apart from the changes sent back to the client. Bills or invoices are using the vendor’s/Customer’s default terms when bills and invoices have imported through the Accountant’s Copy. To fix this error, you need to manually edit the due terms:

• From the Vendor/Customer menu, click on the Vendor/Customer center
• Click twice on the name of the Vendor /Customer that you need to be corrected
• Reach the Payment Settings tab and then click on the correct Payment Terms or click on the Add New if it is required. 

Missing Loan Manager data after importing Accountant’s Changes

The restriction settles when an Accountant’s Copy has created from the company file. This will tell you if the new loans are entered inside the loan manager, the info is missed once the Accountant’s changes are imported to the original file. You are required to enter the loan information to the Loan manager once again after you imported the Accountant’s Changes.

Reconciled transactions are not importing with the Accountant’s Copy

You have to import all changes you have created by the accountant instead of reconciliation.

• If the changes aren’t represented in the Incorporate Accountant’s Changes report, the issue might occur due to having more than 800 transactions in the reconciliation. The number “800” is the maximum number of transactions that you can easily reconcile in the Accountant’s Copy. Do some changes in the date of your reconciliation to make the transaction number much smaller.
• If the bank reconciliation isn’t represented in the Incorporate Accountant’s Changes report, more than one transaction is failed to be imported. You need to remove the accountant’s copy restriction and create and send another accountant’s copy to your accountant.

You’d like to read: How to Fix QuickBooks Desktop Doesn’t Start Problem

The Bottom Line

Hope our defined methods will work on your issue and now you’ll be able to fix errors and unexpected results in QuickBooks while importing Accountant’s Changes. If the doubts are still unresolved then hire a QuickBooks ProAdvisor certified from Intuit to avail technical resolution through the toll-free number.