Support Issues with QuickBooks Accountant's Copy File Transfer Service

I think there might be some confusion out there regarding the Accountant’s Copy File Transfer Service (ACFT) and the Accountant’s Copy overall workflow or process.

The ACFT is just a part of the greater Accountant’s Copy whole. Originally (2008), the ACFT allowed a client of yours to send the accountant’s transfer file (.qbx) to the accountant thru Intuit’s servers, Quickbase to be exact. The accountant receives an email with this .qbx (transfer file) attached and can then download and convert this file using QuickBooks® Accountant to an accountant’s copy file (.qba). The accountant then makes changes (For Overview of the Accountant’s Copy, click here) and creates a change file (.qby) to send back to the client. The client then can import this change file into the very QuickBooks company file (.qbw) with which they started the whole process.

In 2011, Intuit® opened up the ability to send the change file (.qby) back to the client using our servers. The ACFT then became a more complete file transfer service, the accountant being able to both receive the transfer file (.qbx) and send back the change file (.qby). From the clients’ perspective, they have been able to send the transfer file to their accountant for years, but now they can simply import the accountant’s changes from the web. Rather than calling you to ask where to save this .qby file or what to do with it, the client just goes to the File/Accountant’s Copy/Import Accountant’s Changes from Web. The changes just appear in their QB desktop view, ready to import.

In 2011, with the advent of the ACFT going both ways, Intuit started to charge a nominal fee for the ACFT, $9.95 per year. QuickBooks ProAdvisors® get it free when using their QuickBooks Accountant license. However, the ACFT is only good for a year. It is an annual connected service. If you are not a ProAdvisor, and your ACFT year is up, the next time you try to convert a .qbx (accountant’s transfer file) to a .qba (accountant’s copy file), you will get a popup asking you to pay for the service. This is not an error message. You just have to pay for the service for the next year.

It is critical to note that the ACFT is not mandatory or even necessary for the Accountant’s Copy process to work. My client can still send me the .qbx (accountant’s transfer file) thru email, and I can still send the .qby (accountant’s change file) thru email back to him. We have found that the ACFT just makes it easier for both parties, particularly your client.

For a short video on the ACFT, click here.