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Remove Selected Option into the Accounting Services Proposal

Remove Selected Option into the Accounting Services Proposal

Aug 6th, 2022

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How to Remove Selected Option into the Accounting Services Proposal

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55 votes

In this tutorial, viewers learn how to remove pending restrictions from an accountant's copy in QuickBooks. To start, the trainer references a previous video about creating an accountant's copy, which involves selecting a dividing date. If changes are needed, for instance, switching accountants or modifying the existing copy, users can identify pending changes by the “accountants changes pending” message at the top of the QuickBooks file. To lift these restrictions, navigate to File > Send Company File > Accountants Copy, and select "Remove Restrictions." It's crucial to understand that removing restrictions means you cannot accept the original accountant's copy again.

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