Troubleshooting QuickBooks Accountant Copy Failed Error
An Accountant's Copy (.QBX) in QuickBooks is a unique version of a company's financial
file. It lets business owners share their financial data with their accountants while still
working on their own files. This feature allows accountants to make changes and review
the books for a specific time without disrupting the client's work.
The QuickBooks Accountant Copy Failed error occurs when users encounter issues
while trying to create or send an Accountant's Copy. This error can arise from various
reasons, such as network problems, large file sizes, outdated software, or data
corruption. When this error occurs, it can hinder the workflow between clients and
accountants and delay important adjustments.
Reasons For Accountant Copy Failed Error in QuickBooks
The reasons for the accountant copy failed issue in QuickBooks are as follows.
If the company file (QBW) exceeds 200MB, QuickBooks may struggle to create or send the
Accountant's Copy.
Copying and pasting text from MS Word can introduce special characters, such as long
dashes, that QuickBooks does not recognize. These unsupported characters can lead to
errors when creating an Accountant's Copy.
If the company file has corrupted data, it can prevent the successful creation or sending of
an Accountant's Copy.
Utilizing an outdated version of QuickBooks software can lead to compatibility issues.
Ways To Fix Accountant Copy Failed Error in QuickBooks
Here are the solutions to resolve this issue so that you can create and send the accountant copy
smoothly.
Step 1: Update QuickBooks
Go to the Help menu.
Click on Update QuickBooks Desktop.
Access the Update Now tab.
Check the box for Reset Updates.
Click on Get Updates, and the download process will start.
Once complete, restart QuickBooks.
Follow the on-screen prompts.
Install the new release.
Step 2: Make a portable company file
Open QuickBooks.
Sign in as an admin.
Go to the File menu.
Choose Create Copy.
Select Portable company file.
Then click Next.
Name something unique to your portable company file so it stands out from your
regular file.
Choose a location to save it, like your desktop, so it’s easy to find.
Click Save and then OK.
Now, you have a portable company file that you can share online or put on a USB
drive. The file will be named [Unique company file name].qbm.
Note: The file is password protected, and anyone you give it to will need the password
to open it.
Step 3: Repair your company file using the Rebuild Data tool
This tool automatically eliminates minor company file data issues.
Go to the File menu. Hover over Utilities.
Select Rebuild Data. Open the QuickBooks
Information window. Select OK. Follow the
steps to save a backup. Let the tool repair
your file. This may take time.
Even if QuickBooks seems stuck, as long as you can move your mouse, the tool
will work. When the tool finishes, select OK. Go to the File menu. Hover over
Utilities. Select Verify Data. Let the tool check for data issues. If no issues are
found, select OK and continue using your file. If there are issues, select Rebuild
Now.
Conclusion
We hope that by following the given steps, you have successfully resolved the
QuickBooks Accountant Copy Failed error.