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Converting a QuickBooks file from Windows to Mac

Last time we explained the process of Converting a QuickBooks for Mac file to Windows, now to return the file from Windows to Mac (Round-tripping) you will do the following:

To convert a QuickBooks file from Windows to Mac:
On the Windows computer

1. In QuickBooks for Windows*, open the company file you want to convert.
2. Choose File > Utilities > Copy Company File for QuickBooks Mac.
Follow the onscreen instructions. QuickBooks creates a Mac .qbb (backup) file.
3. Copy the .qbb file to a CD or USB drive or some other media. (Most Macs read and write data to and from PC-formatted media.)

On the Mac
4. In QuickBooks for Mac, choose File > Open Company, select the .qbb file, and then click Open.
5. Click OK on when asked if you want to restore a QuickBooks for Windows file.
6. Enter a name for the restored file, and then click Save.

Depending on the size of your data file, the conversion process can take up to ten minutes. When conversion is complete, QuickBooks opens the file.

Now that we have gone over the process of “Round-tripping”, it is important to understand the differences between the two programs.

Here are some of the biggest differences between QuickBooks for Mac and Windows:
  • No Accountant’s Copy. You can share your QuickBooks for Mac file with your accountant, but you won’t be able to continue work in it.
  • Online payroll. QuickBooks for Mac exchanges data with the online QuickBooks Payroll for Mac service. Payroll is not part of QuickBooks for Mac as it is on Windows.
  • Limited 3rd party app integration. Any applications that rely on the QuickBooks SDK, WebConnector, or App Center to access QuickBooks data will not integrate with QuickBooks for Mac.
  • Basic online banking. QuickBooks for Mac offers online banking statement downloads using DirectConnect or WebConnect. However, transactions can only be added to the account register one at a time, and not as many financial institutions support QuickBooks for Mac.
  • Online Bill Pay
  • Progress invoicing makes it easy to create multiple invoices, typically over time for a large project, from a single estimate.
  • Price levels. Price levels make it easy to change the prices of many items at once, for example to discount all your items during a sale.
  • Reports. QuickBooks for Windows has more reports than QuickBooks for Mac.
  • Premier and Enterprise versions. There’s only one version of QuickBooks for Mac.
  • Inventory. QuickBooks for Mac does not have units of measure or assembly items.
  • Multicurrency. QuickBooks for Mac does not support multicurrency.
For more information on the differences please visit the QuickBooks Website or contact your P&N rep.

About Alex Flores

Alex started with Presti & Naegele in early 2009. He has held the ProAdvisor Certification since 2008 and just recently became eligible and passed his Advanced Certification. Alex has worked as a full charge bookkeeper for over 10 years and began his QuickBooks training career in 2003.
This entry was posted in QuickBooks for Mac, Tips & Tricks. Bookmark the permalink.

One Response to Converting a QuickBooks file from Windows to Mac

  1. Cathy says:

    I certainly knew about the majority of this, but with that said, I still assumed it had been valuable. Excellent blog!

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