QuickBooks provides a way to run the accounting aspects of your business and create accurate reports to track your company's growth. Quickbooks for Windows and Mac require a separate installation package for each operating system. You can convert your company file to a Mac-compatible version to transfer basic transaction, customer, employee and vendor data.
Oct 25, 2018 - Go to File menu, then select Utilities > Copy Company File for QuickBooks Desktop for Mac. Save the file in your desired location. This creates a file with the extension MAC.qbb. Send the copy to the Mac computer using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site).
When it comes time for taxes, you must convert the file back to a Windows-compatible format before sending your company data to an accountant that uses the QuickBooks Accountant edition. Converting to Mac When you decide to go ahead with the transfer process, you need to make sure you have installed and purchased QuickBooks on your Mac computer. You can't install the Windows version on the Mac. Convert the file by clicking the 'File' menu, selecting 'Utilities' and choosing the 'Copy Company File for QuickBooks for Mac.'
Email or transfer the file to your Mac computer and then open the file using QuickBooks for Mac. Once converted, check your accounts, customer, vendor and inventory lists to make sure all of your information transferred properly. Version Information While you can transfer a QuickBooks for Window version from a previous year to the newest version of QuickBooks for Mac, you can expect better results when transferring using the same version year on both copies. You must have at least QuickBooks for Mac 2007 or later to open a converted file. If you have an older version of QuickBooks for Mac, you should upgrade before attempting to import the Windows file.
If you need to convert your file back to Windows again, you can save the Mac version of the company file as a QuickBooks for Windows format from the File menu. Version Differences QuickBooks for Mac differs in many ways from the Windows version. Some of your inventory may not transfer correctly or completely.
For example, QuickBooks for Mac doesn't include support for units of measure or creating packages of assembly items out of individual inventory parts. The payroll service on QuickBooks for Windows also doesn't exist in the Mac version. Reports vary between the two versions of the software, since the Windows versions contains many additional default report options. The Mac version of QuickBooks also doesn't support multi-currency options. Accountant Copies If you decide to convert your copy of QuickBooks for Windows to the Mac version, you must convert your company file to a Windows version to send it to your accountant for tax purposes. Use a process known as Roundtrip to send the Mac version of your file to your accountant.
To accomplish this, you need to save your file using the 'Copy Company File to QuickBooks for Windows' option from the File menu. Then, when the accountant finishes, they must save the changes as a QuickBooks for Mac file. Make sure to use the same version year on both your copy and the accountant's copy before attempting to send your file.
Round Tripping is a process where you need to convert your QuickBooks Desktop for Mac file to a QuickBooks Desktop for windows file or vice versa. It is done due to different types of database each program uses. Round tripping is used either to complete an import to QBO or to enable your accountant to make changes on your Mac file.
To know more about the restrictions, how round tripping is done, and the usual errors, select the appropriate topic:. Restrictions There are some restrictions for QuickBooks for Windows to create a backup for QuickBooks Desktop for Mac and vice versa:. You must have the Admin password to complete the process. If prompted to change password during conversion, the new password must be used all throughout the process to avoid confusion. QuickBooks Desktop for Mac and Windows should have the same year version; e.g. If you have QuickBooks Desktop for Mac 20186 you need to use QuickBooks Desktop for Windows 2016. QuickBooks Desktop for Mac should not be updated once you create a backup for Windows.
You should not enter data in your QuickBooks for Mac file while it is being converted, otherwise, you need to reenter the data when you receive your file back. Avoid processing payroll in the QuickBooks for Windows version of the file. The payroll data that you enter will be lost when the file is converted back to QuickBooks for Mac since it does not have internal payroll.
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You cannot round trip to QuickBooks Enterprise Solutions (QBES) because QBES cannot produce a QuickBooks Desktop for Mac backup. Some data may or may not be converted due to lack of features in QuickBooks for Mac compared to QuickBooks for Windows. Check for a complete list. Prepare your QuickBooks Desktop for Mac file for conversion Here are some file preparation steps for your QuickBooks Desktop for Mac file to ensure the process goes smoothly:. Check for any special characters in the file name and company name, such as!@#$%^&.
If there are any, rename the file to remove the special characters. Note: Company name is under QuickBooks menu Preferences My Company. Check for any memos with names longer than 50 characters or containing special characters such as!@#$%^&. Go to Reports menu, then select Custom Transaction Detail Report. In Modify Report window, select Dates drop-down, then choose All.
Under Columns, select Memo, then select OK to run the report. Remove the memos with more than 50 characters/special characters from their corresponding transaction. Delete all memorized transactions and memorized reports. Convert your Mac company file to a Windows file.
Open the company file in QuickBooks Desktop for Mac. Create a copy of your company file for Windows. Go to the File menu then select Utilities Export To QuickBooks for Windows. In the Save As field, type a name for the file. For the Where field, select Desktop then Save. Note: An instructional PDF file will be available to print as reference when restoring the file. Rename the company file to avoid overwriting the updated copy when it is returned.
Send the backup to the Windows machine using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site, or secure transfer service). Restore the backup using QuickBooks Desktop for Windows. Go to File menu, then select Open or Restore Company. Select Restore a backup copy (.qbb) then Next. Select Local backup, then Next. Select the backup from the location it was saved in then select Open. When asked to update the file to the new version, type yes, then OK.
Convert your Windows company file to a Mac file. Open the company file in QuickBooks Desktop for Windows. Go to File menu, then select Utilities Copy Company File for QuickBooks Desktop for Mac. Save the file in your desired location.
This creates a file with the extension MAC.qbb. Send the copy to the Mac computer using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site). Restore the file using QuickBooks Desktop for Mac. In the No Company Open window, select Browse, then locate the file you want to restore. Note: If your QuickBooks Windows file is on an external drive, save it locally by dragging it to the desired location before restoring it to avoid data corruption. QuickBooks will ask if you want to restore a QuickBooks Desktop for Windows file.
Enter a name for the restored file then select Save. Conversion Errors Cannot open the file in Windows You may get the following errors when opening the file in QuickBooks Desktop for Windows:. Error C=116.
Error (-14113, 0) To resolve this:. Open your file in QuickBooks for Mac, then. Retry converting. Cannot open the file in Mac after updating QuickBooks Desktop for Mac You may see the following message when you try to open the file in QuickBooks Desktop for Mac: Cannot Import the round trip file.
This file was originally created with another version of QuickBooks Desktop for Mac. Please import it into the version with which it was created. Restore the backup from Windows. Convert your restored data file to your newer version of QuickBooks Desktop for Mac.
Unrecoverable Error when updating a QuickBooks for Mac file to QuickBooks for Windows. Note: If restoring fails,. Create a new backup for Windows (.qbb). On your Windows computer, create a new folder on your Desktop. Copy the new backup file (.qbb) to the folder.
When restoring the backup, make sure to save the company file (.qbw) on the new folder of your Windows Desktop.