“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
On the Mac
- In QuickBooks for Mac, open the company file you want to convert.
- Choose File > Back Up to QuickBooks for Windows.
- Choose the name of the file you want to convert and click Save.
On the Windows computer
- In QuickBooks for Windows*, choose File > Open or Restore Company and follow the onscreen prompts.
- When asked to update the file, mark the checkbox and click Update Now.
- Review the file and make any necessary changes.