QuickBooks Accountant Desktop PLUS is a subscription plan that includes the latest version of QuickBooks Accountant software, plus additional services: ongoing software enhancements and new features added during the year; Client Collaborator to ask questions and get answers from clients right from QuickBooks; Accountant's Copy File Transfer Service so you can send the Accountant's Copy through Intuit's secured servers; Accountant Toolbox for access to accountant tools right from your client's copy of QuickBooks; and optional auto-renewal of your yearly plan. QuickBooks Accountant is designed for professionals who support multiple accounting clients. It has all the functionality of QuickBooks Pro and Premier, and it includes unique, time-saving tools that help streamline accountants' work including: Accountant Toolbox — unlock access to powerful accountant tools on the go - at your client's office or in a remote/hosted situation.
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QuickBooks cannot natively import PDFs, so a file converter is needed to change PDF into QBO files for QuickBooks use. Different versions of QuickBooks are compatible with QBO (QuickBooks Online) files. MoneyThumb’s pdf2qbo Convert software is a fast and easy way to convert PDFS to QBOs. Right-click a file with the extension whose association you want to change, and then click Open With. In the Open With dialog box, click the program whith which you want the file to open, or click Browse to locate the program that you want. Select the Always use the selected program to open this kind of file check box.
Use the toolbox directly from your client's QuickBooks Pro or Premier software and complete key tasks right on the spot — like writing off multiple invoices in one screen, batch entering and reclassifying transactions, and fixing incorrectly recorded sales tax payments. Multi-instance 1 — allows you to open two different company files at the same time by opening two instances of QuickBooks Accountant. Client Data Review - gives you 8 specialized tools to help quickly find and fix common data entry errors, such as writing-off invoices in batch instead of individually, reclassify transactions in batch, easily see changes to account balances on one screen, quickly identify and fix incorrectly recorded sales tax payments. Accountant's Copy 2 — allows you and your client to work in the same file simultaneously by setting a dividing date in the file.
You work in the past period, while your client works in the current period. Once you have made changes, your client can incorporate the changes with their file. Batch Enter Transactions — enables you to enter hundreds of client transactions, all at once on a screen designed for power data entry. Easily paste transactions from Excel too. You can customize the columns to enter transactions such as checks, deposits and credit cards transactions. Email Journal Entries 3 — you can create adjusting journal entries and email them to clients for easy and automatic import into their QuickBooks with just a click. Toggle 4 — QuickBooks Accountant 2015 includes full working copies of QuickBooks 2015 Pro, Premier and Premier Industry editions.
This allows you to exchange, open, modify, and return accounting records with your QuickBooks 2015 clients. Some features in QuickBooks Accountant Desktop 2015 allow you to work on client files from QuickBooks 2015 and 2014 depending on how you choose to work with your clients accounting records. QuickBooks Accountant Desktop 2015 is built to allow you to easily exchange and work with your clients' QuickBooks 2015 accounting files.
There are three different ways to exchange QuickBooks accounting data, to suit how you work with your clients. Accountant's Copy Allows you to exchange, open and adjust virtually all your clients' prior period accounting records from QuickBooks Pro 2015 and QuickBooks Premier 2015.
When you've finished making adjustments, your client can review and merge your changes into their ongoing accounting records. Backup Copy Open, adjust, and return full data files from your clients' 2015 QuickBooks files. When the client imports a backup file, it overwrites the current file. If you want the client to import your changes, they must stop work in their file so their work is not lost. You can open and modify files from prior year versions. However, files opened and converted in QuickBooks Accountant 2015 cannot be sent back to prior year versions of QuickBooks. Portable Company File All the benefits of a Backup Copy but in a much smaller file size making it easier to email.
Contains only your company file financial data but doesn't have related files such as letters, logos, images, and templates. If you offer payroll services as a part of your practice, Intuit has a solution designed specifically with you in mind: Intuit QuickBooks Payroll Enhanced for Accountants gives you the control and flexibility to process payroll for up to 50 clients with a single payroll subscription. Federal and most state tax forms are provided and filled out automatically with your clients' QuickBooks data, so there is no need to enter data more than once. This can minimize data entry errors from storing data in multiple places. A client using QuickBooks Pro or Premier 2014 or 2015 sets a dividing date that determines past and current periods, and then creates and transfers an Accountant's Copy (.QBX) to their accountant.
The client continues working on their QuickBooks file, and is restricted from changing the past period. You receive the Accountant's Copy from the client, and convert it to a working Accountant's Copy (.QBA). You can add or adjust virtually all Banking, Sales, Customer and Vendor transactions and complete bank reconciliations. Additionally, you can adjust and merge the chart of accounts. There are some restrictions in what you can edit. You cannot edit transactions in the current period, but can add transactions.
Once you have completed your changes, you can review the change summary, add a client note, and export the changes (.QBY). Your client can review the changes and then automatically import them into their working copy of QuickBooks. After import, the dividing date is removed, and you can 'Set closing date' in their file to password protect and preserve your changes. Only QuickBooks Pro and Premier 2014 or 2015 allow the client to create an Accountant's Copy that can be opened in QuickBooks Accountant 2015. If a client creates an Accountant's Copy using an older version of QuickBooks Pro or Premier, the accountant will not be able to open this file directly as an Accountant's Copy in QuickBooks Accountant Desktop 2015.
The accountant can upgrade the file to a QuickBooks 2015 format, but the file will be converted to a regular working copy (.QBW) and not an Accountant's Copy. You can enter client checks, deposits or credit card charges/credits using this feature.
You can customize the screen to include just the fields you want for a particular type of transaction. So instead of tabbing through a register and clicking 'save' for each transaction, you can enter them all at once and click save. If your client sends you information in a spreadsheet or you download bank transactions for them as a.CSV, you can copy complete rows from Excel and paste them directly into Batch Enter Transactions.
Sending journal entries to your clients is a great way to cut down on the time spent exchanging files and confusion for you client. It's essentially an alternative to sending back an Accountant's copy. After you make your journal entries, click the 'Send General Journal Entries' button on the top of the form and select the entries you want to send. Your client receives an email with a.QBJ file attached. Your client simply needs to have the company file open and double click the downloaded.QBJ file and it will import the entries automatically.
The journal entries must be made in Accountant Edition 2013 or newer editions and sent to client on a QuickBooks 2013 or newer editions only. QuickBooks was originally built for small business owners as an accounting management tool to help them make faster work of repetitive tasks. Instead of requiring small business owners to make double-sided entries, QuickBooks automatically provides the balanced entry in the background. While QuickBooks does not default to using account numbers, you may choose to use account numbers if that's your preference. To use account numbers, open a QuickBooks file.
Then, navigate to 'Edit' and select 'Preferences.' Enable the check box for 'Use account numbers.' QuickBooks was built to provide flexibility and legitimacy to small business owners and accounting professionals. Closing periods are an important step to ensuring the validity of a company's books.
To set a closing date and password in QuickBooks, open a QuickBooks file, navigate to 'Preferences,' and select the 'Company' tab. If you did not password protect the close date and changes have occurred in the closed period, you can use the Closing Date Exception Report to quickly identify the errors. QuickBooks Accountant Desktop 2015, QuickBooks Premier Manufacturing and Wholesale 2015, and QuickBooks Premier Retail 2015 have comprehensive inventory features for product-based businesses. Multi-Instance also available in QuickBooks Accountant 2011 and newer versions, QuickBooks Accountant Enterprise 11.0 and newer versions. Does not allow the same QuickBooks file to be open concurrently, must be two different QuickBooks files.
Some restrictions apply in either the first instance, second instance or both instances; see for more information. Works with Accountant Copy files from QuickBooks Pro, Premier, and Premier Industry Editions 2013 and newer versions. Payroll transactions cannot be adjusted. Not all fields can be accessed in QuickBooks 2013 files; including 1099 Account Mapping and modify and merge class lists.
Previous versions of Accountant's Copy restricted reconciliation after the dividing date. Additional fees apply for file transfer services across Intuit servers. Send General Journal Entry feature is available in QuickBooks Accountant 2013 and forward and the client must use QuickBooks 2013 or newer version to import the journal entry. Works with QuickBooks Pro, Premier, Industry Editions 2014. Does not work with QuickBooks Enterprise Solutions, QuickBooks for Mac, or QuickBooks Online Edition.
QuickBooks Desktop is very popular for small and medium size businesses as it manages their data easily and in an organized manner. In this post, we are going to discuss different file extensions used in QuickBooks desktop.
Different file extensions are used for different versions of QuickBooks Desktop. For example, different file extensions are used in QuickBooks 2016 and QuickBooks enterprise 2017. File Extensions used in QuickBooks Desktop File extensions are used for saving data and each file extensions used in QuickBooks Desktop has its own importance. There are unique file extensions for different files. Different editions of QuickBooks desktop use different file extensions. Different types of data are saved in different folders. Most of the file extensions are of three characters but number of characters sometimes varies.
In this post, we are going to discuss different file extensions for windows and Mac desktop. Importance of File Extensions used in QuickBooks Desktop. The file extension allows QuickBooks Desktop users to quickly identify the nature of a file’s contents. File extension provides a simple method of keeping all files of the same type together, making searches easy.
File extensions are good in terms of security purposes and provide the user with a means of verifying the authentication of their data files. File extension helps to identify the type of file. The desktop uses this information to open the file with the correct software application.
File extensions helps to identify kind of file a certain document is by just looking at the filename. List of File Extensions used in QuickBooks Desktop Different file extensions are used for window desktop and Mac desktop. So let’s check out the list of List of File Extensions used in QuickBooks Desktop File Extensions used in QuickBooks Desktop for windows 1. Accountant files.QBA – QuickBooks Accountant copy working file This extension File is used for accountant’s review.AIF – Accountant’s copy Import File When Accountant’s copy is exported this file is used. Purpose is for importing into user’s company file.QBY – Accountant’s copy import file When making changes in an Accountant’s Copy has finished, they will provides you with a.QBY file to be imported into your company file.QBA.TLG – Transaction log file for the Accountant’s copy In case if there is any chance of accidental loss of data, Intuit Support team can use your most recent backup in conjunction with the transaction log file to recover your data. This extension starts a log of transactions that you’ve entered since the last time you backed up.QBX – Accountant’s review copy With this file extension backup is made for Accountant’s copy of user’s company file.QBJ – General Journal Entries This file can be used to easily incorporate general journal entries made by your accountant into company file.
QuickBooks working files. QBB – QuickBooks Backup file format QBB file extensions are used for backups of QBW files. QBB files store templates, logos, letters, company’s financial records and images.QBW – QuickBooks Company file QBW files are used to store financial data, letters, logos, templates, and images for a company.QBO – Online Bank Statement File This file extension downloads electronic bank statement from a financial institution’s website.QBM – QuickBooks Portable file These extensions are compressed version of the QuickBooks company file and are mainly used for sharing.LGB – Little Green Box SDK log files contain encrypted data about user names and passwords. It is used when an application needs to communicate and connect with QuickBooks.The user name and password stored in this file extension is used to connect to the Sybase server.QBI – QuickBooks Image file.QBI file extension in Qb “holds” the transactions that have been written until posted to the hard drive.WPR.INI – Windows Print file This file is used to store QuickBooks printer settings.QBP – QuickBooks Print file This file is used to stores form settings used by QuickBooks to print the form. QBR – QuickBooks Report template – QuickBooks saves the file with a.QBR extension when you export the template for a memorized report.DES – Layout designer template export file QuickBooks provides a large number of templates that you can use for your forms.QWC – QuickBooks Web Connector This file extension contains encrypted data about third party applications integrated with QuickBooks.INI – Initialization File This is used config log files for QuickBooks. Fixed Assets Manager 1.FIM This file extension Stores CSV import data headers.FXR This keeps the FAM backup sync log file.FPx Used to Store report data.Fx1 It Stores system data.Mx0 This is QuickBooks Header file.Fx0 Used to compressed FAM data file and stores asset data 4. Utility and Log Files.
ECML – Entitlement file It Stores registration data and installation license.AVI – Audio Video Interleave A multimedia format mainly contains both audio and video data files.