Home » How to convert QuickBooks files from Mac to Windows and Windows to Mac

How to convert QuickBooks files from Mac to Windows and Windows to Mac

by Austiee Gosney

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This is because my home computer is a Windows so most software on the mac won’t run on it. By opting for a browser based service I am able to get all my work done from the home PC without any hassle. These days with the smartphones coming in, I can even do it from my car. Click OK to close all the open QuickBooks Windows and it will create a MAC.qbb backup file. Moving ahead, select OK when asked, in case you are looking forward to restore a QuickBooks for windows file. So, make sure that you stay connected to this piece of writing or if you are short of time, then you can directly contact our QuickBooks desktop support team.

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You can convert your company file to a Mac-compatible version to transfer basic transaction, customer, employee and vendor data. 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. The market is flooded with a variety of operating systems, there are majorly two types of OS used by professionals- Windows and Mac. While using QuickBooks, One issue that can hamper the accessibility of a company file is the operating system it is working on.

Vendor Transactions

Use the steps given below to get it done with ease. Open the company file you want to convert and choose the option File. At last, you need to check if there are any memos having names longer than fifty characters or the ones that have any special characters. If found any, edit the transaction, remove the same memo and rebuild your file once again.

The last statement of stockholders equity is to open the company file and type in your accreditations to begin working. Import the company file saved in QB design from the capacity device/drive you saved on the Mac machine. After you have guaranteed that the company file is designed by confirming the data, you can continue with the export. Check the records and rebuild the company file before starting the change. Here is how you can convert your company file from QuickBooks for Mac to QuickBooks for Windows. Pushing forward, the client is needed to run the custom transaction detail report, and change the date reach to All, and empower the ‘Notice’ segment.

Step 1: Things to be done on Windows Computer

https://bookkeeping-reviews.com/ is solely responsible for the provision of all services on this website. Sign up for yourQuickBooks Cloud Hostingaccount. A forum where Apple customers help each other with their products. Install QuickBooks for Mac 2014 trial and upgrade your data file.

files from mac

However, as of today, QuickBooks for Mac is more “insulated”. CPAs and bookkeepers need to maintain their own licenses of QuickBooks to support their clients. The whole accounting profession is pretty much standardized on the Windows platform. It would be too expensive for them to maintain a park of Mac hardware and QuickBooks for Mac licenses to support Mac files. The following reports are not supported by QuickBooks Desktop for Mac. If you’d still like to use them, you can create most of these reports using the customization, filtering, and memorization features in QuickBooks for Mac.

Once you are done with this process then close the Backup preference window. An admin password is required to finish the round-trip processing. Wait for all the data to be imported into QuickBooks Desktop. This is by far the easiest way to import all your data from QuickBooks mac to QuickBooks desktop. Open the desired memo, and remove any special characters from it.


For accounts that generally have high volume, … Firstly, choose QuickBooks and click on the “Preferences” option. All options will appear on your and then choose the “Backup” option.

The next step is to click ‘OK‘, when the user is prompted to restore a QuickBooks for Windows file. The last and final step is to type ‘Yes‘ and then tap on ‘OK‘ when prompted to convert the file. The first step is to ‘Open‘ the company file in the QuickBooks for Mac. The last step in preparing the Macintosh file is to check for any memos with the names lengthier than 50 characters or the ones containing any special character.

Organize your expenses so that you are ready for tax season with everything categorized properly for your accountant. For an added fee, you can add payroll to the online subscription plan. The time to create a backup file is often proportional to the size of the company file. In QuickBooks Mac, you have the additional option to set automatic updates. Creating a backup before you begin the migration process is highly recommended.


And the last and final step is to try to convert the file again. Now, choose the ‘Restore a backup copy‘ in the Open or Restore company Window, followed by clicking ‘Next‘. Do you send your Mac file to an accountant who has Windows and they send it back to you? If you switch from QuickBooks for Mac to Windows, you don’t have to start over.

Step 2- Make your Company File Ready

Select Save after giving the restored file a name. If you are prompted to verify before backing up, choose Verify. If you notice that some data is out of place in any list, re-sort them to set them to default. Ensure that the transactions are closed before moving on to the next record. First, click the import button on the Home Screen. Then click “Select your file” from your system.

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With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done. Why has this accounting software gained popularity among small and medium businesses?

Follow the steps that are required to resort to the list. Click on File menu and choose Utilities. Go to Copy company File and do as per instructions on-screen says. QuickBooks will generate a MAC.QBB file.

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Convert your Mac company file to Windows and you’re good to go. When buying the online version, it’s important to note that the $15 is higher than most competitors and is still just an introductory rate. Expect to pay $30 per month after the first three months are completed. Coming to present, the cloud has changed the face of computing. Now only a few things depend on hardware as device-independency is the new talk of the town. That makes QuickBooks for Mac a not-so-smart choice for the business and QuickBooks Online and QuickBooks Mac on Cloud comes up as a better choice.

Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file. XLS, XLXS, etc., are supported file formats by Dancing Numbers. The final is to click on the Save button to save the changes thus made.

Following are the steps that should be used to convert a file from QuickBooks for Mac to QuickBooks for Windows. Adopt and use them in a sequential manner to meet this purpose. Both the QuickBooks for Mac and QuickBooks for Windows involve the usage of distinct types of databases. This is because of the fact that there is no Accountant’s Copy tool available in the QuickBooks Mac. Hence, converting a file from QuickBooks for Mac to QuickBooks for Windows and then back again becomes necessary. We own a pool of experts and professionals who have in-depth knowledge of QuickBooks, and with this knowledge, they make sure to answer every query of the QuickBooks users.

Now move to the file menu and then pick the utilities option. Also, you need to select the copy company file for QuickBooks Mac, and then pay heed to on-screen instructions. Once you are done with using the Windows version, you can restore Mac files as you already have a backup created. If you get stuck at any step while converting QuickBooks Mac to Windows, connect with QuickBooks Consultant experts. QuickBooks for Mac and Windows require different installation methods for each operating system.

The steps are explained step by step and all steps are mandatory, also some extra suggestions users can find here given by AccountsPro team. Also, it’s not possible to import all the setting QB MAC to Windows and users need to add manually later. Users can get detailed information about what data they can import from QuickBooks MAC to Import QuickBooks Windows and what they can’t do. Some settings can be exported via file, but some settings need to be set up manually.

You need to ensure to check what data isn’t converted from Windows. Get solutions to all of your accounting and bookkeeping problems with industry-leading experts. Are you still stuck and don’t know how to find QuickBooks company data file location then please follow along.

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