how to save quickbooks from windows to mac

#How to save quickbooks from windows to mac how to
#How to save quickbooks from windows to mac for mac
#How to save quickbooks from windows to mac pdf
#How to save quickbooks from windows to mac update

Join my LinkedIn Group: QuickBooks for Mac Professionals to grow your QuickBooks for Mac consulting practice by networking with other professionals who make QuickBooks for Mac their business. When you are done with your engagement, clean up your Workspace with these shortcuts: Too many open windows makes QuickBooks run slow and re-running cash-basis reports can be grueling. Close just the open window or all your open windows at once. Last, learn to keep your QuickBooks for Mac tidy by closing reports or whatever windows are open when you are done using them. Once you start using these shortcuts, you are ready to shave precious time entering Transactions: Then Add, Edit, or Delete names with these shortcuts: Next, “wow” your clients by opening a List without touching the mouse: Start with the basics you can use these in any Mac program. Learning the Keyboard Shortcuts takes only stubborn determination. If you can’t find the “command” key, you’re not on a Mac keyboard! It always has the “command” symbol on it and it is always on either side of the space bar on the Mac keyboard: The secret to using the keyboard shortcuts when you’re working on a Mac is to replace the Windows “ctrl” key with the Mac “command” key.įinding the Mac “command” key is easy. At its core, QuickBooks ® for Mac works essentially the same as QuickBooks Desktop, so there is no reason you can’t use the keyboard shortcuts you learned for Windows on your client’s Mac keyboard. If you can keep your fingers on the keyboard, you will get more done in less time. Every time you reach for your mouse, you lose efficiency just try taking your mouse away for just 5 minutes and you’ll know what your “mouse dependency factor” really is! Click OK when prompted to restore a QuickBooks for Windows file.Keyboard shortcuts save time – tons of it.Transfer the file (now appended with the.Note: It is best to simply save the file to your desktop for ease of access. Select File > Utilities > Copy Company File for QuickBooks for Mac.Open the company file in QuickBooks for Windows.Type 'yes' and then click OK when prompted to convert the file.Ĭonverting the Same File back to QB for Mac.QBB file that came from the Mac user and click Open. Select Local backup and click Next (Open Backup Copy window opens).In the Open or Restore Company window, select Restore a backup copy and click Next.E-mailing the file(s) could potentially cause unseen damage. Note: Intuit recommends that the file is transferred via CD or USB or FTP. Transfer the file (now appended with the required. It's a good idea to print this for the QuickBooks Windows user to refer to when restoring the file.

#How to save quickbooks from windows to mac pdf

Note: When complete, an instructional PDF file is offered for printing. Note: It is best to simply save this file to your desktop.Ĭlick Save and allow the backup process to run.

Specify a file name and save location in the Save As window.

Select File > Backup to QuickBooks for Windows.

Open the company file in QuickBooks for Mac.

If any are found, edit the transactions and remove the memos, then rebuild the file again (see step 5).

Check for any memos with names longer than fifty (50) characters or containing special characters.

Note: A checkmark appears when the column is selected.

Select All from the Dates drop-down field.

Select Reports > Custom Transaction Detail Report (Modify Report window opens).

Run the Custom Transaction Detail Report, changing the date range to All and enabling the Memo column.

#How to save quickbooks from windows to mac update

They can help your with the conversion process, so you can update your company file to the new version. If you have an older version, we recommend reaching out to our Technical Support Team.

Rebuild the company file (select File > Utilities > Rebuild Data). For the complete list of the steps you need to do, follow the steps from this article: Convert a QuickBooks for Windows file to QuickBooks for Mac.

Delete all memorized transactions and memorized reports.

Note: Select QuickBooks > Preferences > My Company to find the company name. If there are any, rename the file and remove the special characters. PROCEDURE: Preparing the FileĬheck for any special characters in the file name and company name. Due to differences between operating systems, converting a file from QuickBooks for Mac to QuickBooks for Windows requires some file preparation.

#How to save quickbooks from windows to mac how to

Reference the steps below to learn how to convert a QuickBooks file.

For that reason, it is sometimes necessary to convert a file from the Mac version to the Windows version, and then back again. Because QuickBooks for Windows and QuickBooks for Mac use different types of databases, there is not an Accountant's Copy feature available in the Mac version of QuickBooks.