There isn't an Accountant's Copy feature with QB for Mac. You can create a copy for Windows but then you cannot work in the file while the accountant is working with the file. Talk to your accountant about more options -- I used to login remotely to work on my Mac client files. I hope this helps. QuickBooks: How To Restore a Backup Copy. Also, how to find the name and location of the file that is open.
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The company file in QuickBooks for Mac contains a complete copy of all your accounts data. Before backing up your QuickBooks company file on a Mac computer, configure the program's backup preferences to designate a save location and security password for the backup file. You can also choose to activate automatic backups that save your accounts data every two to 24 hours or when you exit the program.
1.Launch QuickBooks for Mac. Click the 'QuickBooks' tab in the main menu bar, and then select 'Preferences' followed by 'Backup' to open the Backup preferences dialog window.
2.Click to enable the 'Automatically back up company files every' check box, and then choose your preferred time interval from the drop-down menu; for example, '2 hours.' Also enable the 'Automatically back up company files when closing' check box if you want QuickBooks to back up data each time you exit the program.
3.
Click the 'Save backup files in' drop-down menu button and choose your preferred save location for the backup file. Use an external hard drive if you have one available, or select a folder on the Time Machine drive if you use the integrated Apple Time Machine backup system.
4.Click to enable the 'Overwrite last backup' check box if you want to save disk space and automatically overwrite the previous backup file with the latest version.
5.Click to enable the 'Encrypt files with password' check box, and then click the 'Change' button to set a new password. Skip this step if you don't want to password-protect the backup file.
6.Select the 'Save attached aocuments library' check box to store a copy of all attached documents, such as invoices and purchase orders, with your company file in the backup. QuickBooks will now use your preferences to back up the company file.
7.Click 'File' in the main menu, and then select 'Backup' in the drop-down menu to back up data at any time.
Tip
- QuickBooks saves your backup data as a disk image file with the .DMG file extension. To restore a backup, double-click the DMG file to mount it, and then drag the company file with the .QB2013 extension to your preferred computer folder. You can then open the backup company file with the attached document library from the QuickBooks Preferences menu.
Warning
- The information in this article applies to QuickBooks for Mac 2013. It may differ slightly or significantly for other versions of the program.
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About the Author
Adrian Grahams began writing professionally in 1989 after training as a newspaper reporter. His work has been published online and in various newspapers, including 'The Cornish Times' and 'The Sunday Independent.' Grahams specializes in technology and communications. He holds a Bachelor of Science, postgraduate diplomas in journalism and website design and is studying for an MBA.
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Grahams, Adrian. 'How to Save a Backup Copy of Quickbooks on a Mac Computer.' Small Business - Chron.com, http://smallbusiness.chron.com/save-backup-copy-quickbooks-mac-computer-63482.html. Accessed 19 November 2019.
Grahams, Adrian. (n.d.). How to Save a Backup Copy of Quickbooks on a Mac Computer. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/save-backup-copy-quickbooks-mac-computer-63482.html
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