QuickBooks Unable to Create Accountant’s Copy Error

It is a common error that happens while preparing the accountant’s copy. The problem belongs to the folder where you have saved the business file. You have to identify the reason behind the QuickBooks Unable to Create Accountant’s Copy Error and then go with the solution.

In this article, you get to know the possible reasons and the solutions that can be performed whenever you are unable to create Accountant’s copy in QuickBooks Desktop and an error happens.

What do you understand by QuickBooks Accountant’s copy?

Let’s first understand the QuickBooks accountant’s copy!

The accountant’s copy is the version of the company file that is used when you proceed with the work and make the changes in the file/records. When you are ready to make the changes, you can also revert the changes easily that you have done before by importing the data of the company file.

When the accountant is ready to share the file they will let you know that you can access the copy or backup file of an accountant. In this case, it is recommended that a copy of the accountant is used.

What are the reasons for being QuickBooks Unable to Create Accountant’s Copy Error?

The error messages you get on your screen when QuickBooks Unable to Create Accountant’s Copy Error happens is as follows:-

  1. There is an issue while sending the file to the server of Intuit.
  2. When you try to submit the changes to the accountant’s copy file transfer server then it shows the error.

The reasons are:-

  1. When the company file size is more than 200MB.
  2. Windows Firewall is blocking the process of uploading.
  3. QuickBooks Version is not updated causes issues.
  4. Entering a long dash in MS Word and then copying it to the notes may also facilitate the mistake of making a copy of the accountant.
  5. Internet connection is slow which interrupts in creating accountant’s copy.
  6. Other Network issues.

What are the Solutions to Fix the QuickBooks Unable to Create Accountant’s Copy Error?

To fix this issue you are required to implement the different solutions for the different errors caused on your screen. You also have to check which solution is best according to the error message or reason behind the cause.

All the solutions to fix the QuickBooks Unable to create Accountant’s copy error are mentioned below with detailed information. Follow the steps properly to fix it smoothly. 

Solution- Check the company file name

The company file name must not contain any kind of special character in it. If you have saved the QuickBooks company file name with any special character or comma then you have to correct it. Do check it first.

Solution- Update your QuickBooks Account

  1. Open your QuickBooks account.
  2. Then click on the Help menu option from the top.
  3. From the further option, select the Update QuickBooks Desktop option.
  4. Go to the tab named Update Now.
  5. Check that the checkbox says Reset Update is tick marked.
  6. Select the Set Updates.
  7. When done, the download process will start automatically.
  8. When the download is complete, restart your system.
  9. Now for the update, you have to perform the on-screen instructions to complete it.

Solution- Check the company file size and resize it

  1. Go to the company file, then open the company file
  2. Press the F2 button to open the window of Product details
  3. Check the file size in this detail window
  4. If the file size is greater than 200 MB then restore the QuickBooks Desktop Portable Company file (*.qbm)
  5. Manually transfer the QBX / QBY file instead of using the Accountant File Transfer Program.

Solution- Check for the long dash in your notes

  1. You have to enter the text in the notes without any long dashes.
  2. With the help of Windows Text Editor, create and paste the text.
  3. You have to email the MS Word document with an updated QBY format to your client.
  4. You can use a short dash instead of a long dash.

Solution- Repair the data in Company file

You have to repair the damaged data from your company file. If your QuickBooks Unable to create Accountant’s copy error then you have to restore the company file backup and replace the damaged file. Now enter the transactions that have been done since the backup was run.

Solution- Remove the restrictions of the Accountant’s copy if any

Removing the restrictions from QuickBooks Accountant’s Copy means that you are invalidating the original copy of the accountant. This happens when the copy of the accountant becomes inaccurate. This is done when the accountant asks for a copy of another accountant to repair the damage to the file.  The steps to remove restrictions are:

  1. Go to the File menu option.
  2. Click on the named option.
  3. Select the Accountant’s copy.
  4. Then click on the Client activities.
  5. After this, click on the “Remove Restrictions” button.
  6. In the end, click the Yes button.
  7. Click the OK button.

What are the points that need to be considered while creating Accountant’s copy?

Whenever you save the Accountant’s copy then QuickBooks will show the title bar on your screen that Accountant’s changes pending. This title remains the same until you add the changes from the copy of the accountant or delete the limitations. 

If you have deleted the limitations before you receive the changes from the accountant. Then you will be able to make the adjustments in the application made by the accountant.

What are the limitations of QuickBooks Desktop?

You must know about a few limitations while adjusting the accountant’s copy file. The limitations are that users can’t edit, delete, void, or add the payroll, estimates, funds transfer, and sales orders between the accounts or inventory build assemblies.


The above solutions help you resolve the QuickBooks Unable to create Accountant’s copy error. With this, you are now able to rectify the errors seamlessly.

For any further queries or doubts, connect with the Advice Venture assistance team which is available 365 days a year. You can connect with them by emailing your issues at info@adviceventure.com or doing a live chat with experts. The team members are available to assist you all the time with the best solutions as they have years of experience in handling situations or issues

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