QB Never Do #2

Never use your QB file while your accountant has a backup or portable file he/she is working in.

If you do, when the file is returned from the accountant, the transactions you posted will be wiped out once the backup/portable file is restored. If your accountant needs your file for posting journal entries, send him/her an Accountant's copy. This is a special copy designed so that you can continue working in your QB file, and not have your changes wiped out once the copy from the accountant is returned.

Your accountant may need to make more extensive changes to your QB file than what the Accountant's copy allows. Obviously, you need to send a regular backup or a portable file at these times. If you absolutely must work in the file while your accountant has it the backup or portable copy, keep a good record of what you did, perhaps writing down everything on a piece of paper. This way, when the file is returned and restored, you can re-enter the transactions that got wiped out.