Extracting Accountant’s Review copy

Before shipping out the accountant’s copy, note that, while it is out, operation within the company file is slightly restricted. Plan accordingly.

To extract the review copy, have one or more floppy disc appropriately labeled. The accountant’s review copy is essentially a specially tagged backup copy, and will require as many disks as a normal backup. For that matter, backing up first is an excellent idea. Moving the file is similar to making a backup, and the procedures and precautions for backing up apply here. With the company file open, clicking File | Accountant’sReview | CreateAccountant’sCopy starts the process.

The accountant’s copy needs a name designed for easy tracking. A name pointing back to the client is a good idea. The accountant should know if the client has more than one QuickBooks? company file. It may be necessary to label the disk, not only with the client’s name, but with the source filename.