All about the issue QuickBooks unable to create Accountant’s Copy with the file transfer service:

Though QuickBooks Desktop software comes equipped with tools and features for managing cash flow, creating invoices, preparing taxes, inventory management and more, but that doesn’t mean that it is prone to errors. A common error encountered by many users is QuickBooks Unable to Create an Accountant’s Copy. This issue appears while preparing an accountant’s copy. You can relate the issue to the folder where the company file is stored or something else. This error may be nagging and may cause you to miss your deadline for a specific task.

Just scroll through this write up, as we have compiled a list of solutions to do away with QuickBooks failed to create an Accountant’s copy error. Alternatively, you can also call our 24*7 QuickBooks error support team using our dedicated support line i.e., 1-800-761-1787 and speak to one of our certified technicians. Speaking to our team will ensure to provide you with the best possible support services in fixing the accounting related bugs.

What Causes QuickBooks Unable to Create Accountant’s Copy Issue?

In QuickBooks, the accountant’s copy is the version of company file that can be used to make changes to the data when you proceed to function. When you are all set to make changes in the QB Accountant Transfer file, you can revert the changes already made for easy importing of the data to the company file. QuickBooks Unable to Create an Accountant’s Copy error isn’t an uncommon error. Before you try to fix this error it is important to understand the causes of the problem. The following are some of the most common issues behind it:

  • QuickBooks Desktop requires an update.
  • The Company Data file is damaged
  • The internet connection of your computer might be slow or the firewall may be affecting the upload.
  • Getting a long dash in MS words and then copying it in the notes can cause this issue.
  • The QBW file is 200MB or larger than that.
  • Problem sending the data to the Intuit server.

This QuickBooks error may also appear when you try sending the Accountant’s copy with the file transfer. In case you are sending the Accountant’s copy through the Accountant Copy’s File Transfer Service (ACTF), you might receive the following warning text:

Error: Problem in sending the file to the Intuit Server
Warning: There was a problem sending the changes to the accountant’s copy file transfer server. Try again later or save the file and send via email.
QuickBooks Failed to Create an Accountant’s Copy - Screenshot Image

Common QuickBooks errors when creating or working on an accountant’s copy

You may get one of the following errors and unexpected results on an Accountant’s copy (.QBX) or on a company file (.QBW) in QuickBooks Desktop:

  • Error: Failed or a big red “X” when working on Accountant’s Copy
  • Error: Not able to create Accountant’s Copy…
  • Warning: You are backing up an Accountant’s Copy…
  • Error: Accountant’s Copy Exist
  • Your reconciliation will roll back
  • Warning: This is an Accountant’s copy of the company’s data, when opening a QBA file
  • Error: “Specified database is invalid” or “Invalid database server command line” when opening an Accountant’s Copy or Portable file
  • Error: 6xxx, xx when converting an Accountant’s Transfer file

You might also like: How to eliminate QuickBooks error code 15241?

Solutions to Resolve QuickBooks Unable/Failed to Create Accountant’s Copy Issue

Following are some of the quickest steps to resolve this error. Let’s hop onto the list of most practicable solutions.

Solution 1: Verify your company filename for special characters

First steps is to check your company file name for any special characters.

Make sure there should be no comma in:

  • File name (QuickBooks Desktop 2017)
  • Company Name (QuickBooks Desktop 2017)
Removing any special characters from the name - Screenshot

Solution 2: Update QuickBooks to the latest version released

It should be noted that the accountant file transfer service only works with QuickBooks desktop 2017 (R14), 2018 (R12) or 2019 (R9), and also QuickBooks desktop enterprise 17 (R14), 8 (R12), or 19 (R9). Thus, if you are making use of an older version, then you will not be able to create an accountant copy when it says fail with no explanation due to incompatibility with ACFT.

Update QuickBooks Desktop - Screenshot 1
  • Look for the update now tab and also ensure to check mark the box for reset updates.
  • Click on get updates and also it will start the download process.
Update QuickBooks Desktop - Screenshot
  • When the download process is complete, restart the QuickBooks software.
  • Pay heed to the on-screen prompts to install the new release.

Note: You should restart your computer and try again the steps, If you are having problems while sending or receiving Accountant Copy files after updating the software.

Solution 3: Reduce the size of the company file

In case the QuickBooks company file size is greater than 200 MB, you may face issues in sending the file to the Intuit server.

This can be done in two ways:

  1. You can reduce the file size by creating a portable version of the company file, which is easy to move. It is basically a compact version of the company file that’s easy to send. This can be done by moving to the company file and open it, followed by pressing F2 key on the keyboard, so as to open the product information window. If the file size is greater than 200,000 KB (200 MB), the file transfer service will display an error In such case you can try to the following steps:
  2. And the other option is to manually save and send the QBX/QBY without the Accountant file transfer service.
  3. However, if the company file size is less than 200 MB, then you can proceed to the next solution.
Condense the company file size in QuickBooks - Screenshot

Solution 4: Use QuickBooks file doctor

If the company file is damaged, resolve it using QuickBooks file doctor tool. Many times, QuickBooks file doctor tool becomes a savior to majority of users. This tool is designed and developed in a way to resolve all sorts of errors, especially the company file and network related issues. You can either download this tool from Intuit’s website, or can access it through the QuickBooks Tool hub. This tool will resolve the company file damage issue up to a great extent.

QuickBooks file doctor icon - Screenshot

Solution 5: Grant full permissions to the files before creating accountant’s copy

  • Go to the folder where QuickBooks is stored. And hit a right click on the file and select sharing and security option.
sharing and security option- screenshot
  • Select the sharing and security option, which will lead to a new dialog box. After that, you need to select permission.
Accountant's copy- screenshot
  • Choose add browse option, in order to find the current QB data service user. At times it changes with every updated version, so make sure to give the account change and read permissions before creating accountant’s copy.
  • Summarize the process by making an attempt to create an accountant’s copy. Ensure to avoid having the strange character in the file path.

Solution 6: Avoid using long dash in MS Word

If the file needs to be sent to the client and any changes need to be made to it, do the following:

  • You need to avoid the use of long dashes when entering the text in notes to the client.
  • It is important to open a new Text Editor (like Notepad), then paste the text in it. Make sure there is no use of long dashes.
  • After that, the doc file can be sent to the client as QBY file.

Solution 7: Test the Company file for damage and repair it

Step 1: Test Company file for data damage

At first, you need to check if the problem is specific to the specific company file and not common to other files also. Do the following:

  • At first, hit a click on File and after that go for New Company.
  • And select Express Start or Start Setup.
  • Now make a new file and forward the accountants copy.
  • If there is no error in the newly created file, then go back to the company file to repair it.

Step 2: Repair the company file

The company file can be fixed using:

  1. Run verify and rebuild data tool
    • Go to File menu
    • Move to Utilities
    • Select Rebuild data or Verify data
  2. Use QuickBooks File Doctor Tool (From QB Tool Hub)
    • Open QuickBooks tools hub program
    • Go to the Company file issue
    • Select Run QuickBooks file doctor
  3. Run Quick Fix My Program (From QB Tool Hub)
    • Open tool hub program
    • Go to the Program Problems
    • Choose Quick fix my program
  4. Rename ND and TLG files in the QuickBooks folder

Step 3: Restore the company file backup

If the tools listed above do not fix the error, then restore the company file backup. The steps are:

  • Initially, you need to move to File menu and Open or Restore Company.
  • After that click on Restore a Backup Copy, then hit on Next.
  • Now move to Local Backup and press the Next tab.
  • You are then required to select the file to restore and the location to save it.
  • Also save the file in the original company file folder and replace it with the damaged Company file.

See Also: Advanced steps to repair QuickBooks Error Code 6000, 832

Points to consider when creating the Accountant’s Copy

Once the Accountant’s copy is saved, QuickBooks displays on the screen of the computer ‘Accountant’s Changes Pending’ in the title bar and it will remain the same till the time you add the changes from the Accountant’s copy or remove the restrictions. In case, you remove the restrictions prior to the accountant sends back the changes, you will not be able to make any modification made by the accountant automatically in the application.

Limitations of QuickBooks desktop

There can be certain limitations on the things that can be adjusted with an Accountant’s copy file. For example, users are unable to add, edit, void, or delete the payroll, estimates, sales orders, transfers of funds between accounts or inventory build assemblies.

Begin with creating the QuickBooks Accountant’s copy

The accountant can tell the users to upload an accountant’s copy or backup file but in majority of the cases, the accountant’s copy will be the preferred option. You can create an accountant’s copy in QuickBooks by following the steps we mentioned earlier in this post.

How to Remove Accountant’s Copy Restrictions in QuickBooks?

On QuickBooks Desktop when you remove the Accountant’s copy restrictions, it means that you are making the initial accountant’s copy invalid. This happens when your accountant asks for another accountant’s copy or your company files needs to be fixed due to data damage. Before you remove the restrictions ensure that you have taken backup of your company file. Below are the steps to remove restrictions from the accountant’s copy.

  • You need to go to the file menu and then select Send Company File.
  • After that select the Accountant’s copy.
Remove Accountant’s Copy Restrictions - Screenshot 1
  • Now go for client activities and click on Remove Restrictions.
Remove Accountant’s Copy Restrictions - Screenshot
  • Go for Yes, I want to remove Accountant’s copy restrictions and then hit a click on OK button.

Also Read: Learn how to fix QuickBooks Error 80070057 (The Parameter is Incorrect)

Steps to create a local backup copy of the QuickBooks desktop company file

To create a backup of the QuickBooks desktop company file, if the accountant’s copy failed, the steps below can help:

  • Start off with, selecting the file menu from QuickBooks.
  • Later ahead, click on switch to single-user mode.
Switch to single user mode - Screenshot
  • Now from the file menu, choose backup company and select create local backup.
Create a Local Backup in QuickBooks - Screenshot
  • Also, create backup dialog and select the local backup option.
  • Later on, you would need to select options to open the backup options dialog.
  • Followed by, selecting browse and select the location in which to save the backup copy, in the tell us where to save the backup copied field.
  • In the online backup section, you need to select remind me to backup when I close my company file option to set a frequency for backup reminders.
Setting up QuickBooks Backup Reminders - Screenshot
  • Select one of the verification options to verify the data saved and alter you to any data corruption.
  • Now hit a click on OK tab.
  • You are then required to create backup window, specify whether to back up automatically and select options to set options for automatic backups.
  • At last, you need to choose finish tab.

Read this also: How to Troubleshoot QuickBooks Payroll Error Code 30159?

Final Words..!

We have created this article after consulting with our experts. We hope you find the information provided in this post helpful in getting rid of the QuickBooks Unable to Create an Accountant’s Copy error. However, if you face any challenge in carrying out the troubleshooting steps provided herein or have any queries, then you can connect with our QuickBooks enterprise support team using our helpline i.e., 1-800-761-1787. Our certified experts are available all the time to guide you and help you with solutions related to QuickBooks errors.

 

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