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Round-tripping QuickBooks Mac to Windows

“Round-tripping” refers to the process of converting a QuickBooks for Mac file to QuickBooks for Windows, and then converting it back again to QuickBooks for Mac.

For example, if you use QuickBooks for Mac to run your business, but your accountant uses QuickBooks for Windows, you may want to convert your Mac file to Windows so that your accountant can review your file, and then send it back to you with changes that you can then view in QuickBooks for Mac.
The following versions of QuickBooks for Macintosh will convert to QuickBooks for Windows:
  • Mac 2011 will convert to Windows 2011
  • Mac 2010 will convert to Windows 2010
  • Mac 2009 will convert to Windows 2009
  • Mac 2007 will convert to Windows 2007 and 2008
  • Mac 2006 will convert to Windows 2006 and 2007
  • Mac 2005 will convert to Windows 2005, 2006 and 2007
  • Mac 6.0 will convert to Windows 2003, 2004, 2005 and 2006
  • Mac 5.0 will convert to Windows 2003, 2004 and 2005
Converting a QuickBooks file from Mac to Windows
On the Mac
  1. In QuickBooks for Mac, open the company file you want to convert.
  2. Choose File > Back Up to QuickBooks for Windows.
  3. Choose the name of the file you want to convert and click Save.
After QuickBooks creates a.qbb file, you can click “Show File in Finder” to locate the file on your Mac. QuickBooks also creates an instruction PDF file in the same location and with the same name as your .qbb file. Send both the .qbb file and the Instruction PDF file to the Windows user using a CD or USB drive or some other media. (Most Macs read and write data to and from PC-formatted media.)
On the Windows computer
  1. In QuickBooks for Windows*, choose File > Open or Restore Company and follow the onscreen prompts.
  2. When asked to update the file, mark the checkbox and click Update Now.
  3. Review the file and make any necessary changes.
Next time we will go over converting Windows to Mac and the differences between the two. As always if you have any questions please feel free to contact us!

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.
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