Alex Hales July 27, 2022

QuickBooks is an application that you can operate from anywhere at any time. Thus, it provides the QB users a privilege to track the various business operations single-handedly via a single device like a tablet, smartphone, desktop, or laptop. One of the QuickBook’s greatest features is ‘Remote Access. It implies that the QuickBooks users can use the QB application on remote access even if the actual device where the software is installed remains in the workplace. Moreover, multiple users can work on the same file at the same time with the help of this feature. If you are a new user, then you might encounter problems in accessing this utility.

In such a scenario, you need to seek an expert to help you out…! Our professionals are ready to fix your QuickBooks-associated issues if you are facing any of them at a fast pace. You can have words with our US-based experts at their toll-free helpline number.

It is often said that this application has changed the way accounting is done and thereby making business operations smoother. A great thing is that Intuit launches a newer version of QuickBooks every year that has new and improved features. Another benefit of this application is that you can easily get support services for any error or query. Often users get stuck in converting QuickBooks for a Windows file to QuickBooks for Mac and in this blog, we will discuss it in detail. Below is the process of convert QuickBooks for a MAC to Windows. So, keep reading on!

Steps to Convert a QuickBooks for Windows file to Mac

This software endows you with the flexibility, consistency, and agility to organize your business finances in a more efficient manner. Learn how to convert or migrate QuickBooks Desktop for Windows file to QuickBooks Desktop for Mac.

Step 1: On Windows Computer

  • The first thing to do is update QuickBooks Desktop or for Windows to the recent release.
  • Now you have to open the file as an administrator
  • After that go to the File menu and then choose Utilities.
  • Select Copy Company File for QuickBooks Mac.
  • Then follow the instructions mentioned on the screen.
  • A MAC.qbb backup file will be created by QuickBooks
  • Copy Company File for QuickBooks Mac
  • A message will appear which says “It looks like ‘QuickBooks for Windows might be a better fit for your company,”.
  • You have to ensure what data hasn’t been converted from Windows and if you want to go ahead then select Yes.
  • Once done, go to the folder you want to save the file in and then name the file and then choose Save.
  • Do not use any special characters in the file name
  • After this, you have to move the file to Mac by using any kind of storage device like a USB flash drive, etc.

Step 2: Restore MAC.qbb backup file on Mac

The MAC.qbb file is a copy of the QuickBooks Desktop company file that can be restored in QuickBooks for Mac. Below are the steps on how you can do it.

  • The first thing to do is to update QuickBooks Desktop for Mac to the recent release by Intuit
  • Then you have to close QuickBooks
  • After this copy, the QuickBooks backup files to the Documents folder on your Mac
  • Now reopen QuickBooks Desktop for Mac and then choose file followed by Open Company
  • Choose the MAC.qbb file and then choose the Open tab
  • Once done, select the OK tab when you are asked if you want to restore a QuickBooks for a Windows file
  • Now add the name of the restored file and then select Save.

The Data that is Converted to QuickBooks Desktop for Mac

1099 categories Account list (chart of accounts) Admin password All list reports.

  • Audit trail Budgets Classes Contacts data
  • Item list Job types list Job types list
  • Custom field definitions Customer list Customer message list Customer type list
  • Employee list (notes will not be converted) History of QuickBooks versions used with the data file Links between pay items and other items Memorized transactions
  • Multiple estimates per job Notes Other names list (without notes) Payment method list
  • Payment terms list Vendor list (notes will not be converted) Shipping via list Vendor type list
  • To-do list (alerts will not be converted) Preferences

#: Company name and address

  • Which features are enabled:- Job costing data (available in QuickBooks Desktop Mac using Job Profitability reports)
  • Income and expense tracking by class (available in QuickBooks for Mac using Profit Loss by Class reports)
  • Reconcile Reminders (alerts will not be converted) Shipping via list Time and activity records
  • To-do list (alerts will not be converted) Transaction statistics Vehicle list Vendor list (notes will not be converted)
  • Vendor type list Transactions and their links: Deposits, Bills Invoices, Payments, Transfers
  • Unsupported report filters

The below report filters do not work with QuickBooks for Mac

It should be noted that the balances of memorized reports that were created with the help of filters won’t match the balances in the original data file.

  • Name Email Paid Thru Sales Tax Code
  • Template Online Status Printed Status
  • Voided Workers Comp Code Is Adjustment
  • Unsupported reports

The below reports will not be supported by QuickBooks Desktop for Mac

To use them, the user can create most of the reports using the customization, filtering, and memorization features in QuickBooks for Mac.

  • Profit Loss Unclassified
  • Open Purchase Orders by Job
  • Sales Tax Revenue Summary
  • Pending Builds
  • Income Tax Preparation
  • Profit Loss Budget Performance
  • Fixed Asset Listing
  • All payroll and workers comp reports
  • Voided/Deleted Transactions (available in Premier versions of QuickBooks for Windows)
  • Voided/Deleted Transactions History (available in Premier versions of QuickBooks for Windows)
  • Closing Date Exception (available only in Premier versions of QuickBooks for Windows)
  • Open Sales Orders by Customers (available in Premier versions of QuickBooks for Windows)
  • Open Sales Orders by Item (available in Premier versions of QuickBooks for Windows)
  • Adjusted Trial Balance (available in Premier versions of QuickBooks for Windows)
  • Adjusting Journal Entries (available in Premier versions of QuickBooks for Windows)
  • Forecast Overview (available in Premier versions of QuickBooks for Windows)
  • Forecast vs. Actual (available in Premier versions of QuickBooks for Windows)

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