Discussion:Quickbooks File

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Discussion Forum Index --> Accounting Questions --> Quickbooks File

Seaside CPA (talk|edits) said:

10 February 2014
I am trying to open a client's quickbooks file on my computer. He has saved it to a flash drive, and I am trying to open it in my QuickBooks program in order to get balances and view activity for year. Computer is telling me that the info was saved in a newer version of QuickBooks, and that I need to update my program. My program is older, but for the past several years I have been able to use it with no problems. Any way around this, or am I really going to have to buy a newer version this year? Also, I am not using the Accountant's edition, just the regular QuickBooks.

Nightsnorkeler (talk|edits) said:

10 February 2014
I have every version of QuickBooks from 5.0 (1996 or so) through 2014 for exactly this reason. $150 per year is a small price to pay to be able to exchange the files seamlessly with clients.

Seaside CPA (talk|edits) said:

11 February 2014
I only have to do this for a couple of clients. The other two that use QuickBooks are small enough they can print me out a YTD general ledger. If I have to buy the new program, so be it. Was hoping there was a way to avoid it though!

Joan TB (talk|edits) said:

11 February 2014
Rather than print the reports, have your client export the GL and PL and BS to Excel files and send you that. Actually, you can do this with any report that QB generates, I believe. I use this a lot. The advantage is you can manipulate the data for easier review, and you won't waste all that paper.

Captcook (talk|edits) said:

11 February 2014
At our firm, we export to excel a comparative BS and P&L, a TB, and a detailed GL listing of all accounts for the year. This generally provides all the backup we need to do the return.

There is no way to open a newer QB file on an older program.

Kathyt (talk|edits) said:

12 February 2014
I just use the web ex remote access to log into their computer and then I don't have to buy the program, i just log into the clients computer.

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