Converting a File from QuickBooks for Mac to QuickBooks for Windows 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. For that reason, it is sometimes necessary to convert a file from the Mac version to the Windows version, and then back again.
Reference the steps below to learn how to convert a QuickBooks file. Due to differences between operating systems, converting a file from QuickBooks for Mac to QuickBooks for Windows requires some file preparation. Preparing the File. Copy the company file to the desktop. Check for any special characters in the file name and company name. If there are any, rename the file and remove the special characters.
Jun 14, 2013 - If a Mac user has QuickBooks for Mac 2013, the Windows user must have QuickBooks Pro/Premier/Accountant 2013. Second, the files that are.
Note: Select QuickBooks Preferences My Company to find the company name. Open the file in QuickBooks. Delete all memorized transactions and memorized reports. Rebuild the company file (select File Utilities Rebuild Data). Run the Custom Transaction Detail Report, changing the date range to All and enabling the Memo column. Select Reports Custom Transaction Detail Report (Modify Report window opens).
Select All from the Dates drop-down field. Select Memo from the columns drop-down. Note: A checkmark appears when the column is selected. Click OK to run the report. Check for any memos with names longer than fifty (50) characters or containing special characters. If any are found, edit the transactions and remove the memos, then rebuild the file again (see step 5). Converting the File for Windows.
Open the company file in QuickBooks for Mac. Select File Backup to QuickBooks for Windows. Specify a file name and save location in the Save As window. Note: It is best to simply save this file to your desktop. Click Save and allow the backup process to run.
Note: When complete, an instructional PDF file is offered for printing. It's a good idea to print this for the QuickBooks Windows user to refer to when restoring the file. Transfer the file (now appended with the required.QBB extension) to the Windows computer. Note: Intuit recommends that the file is transferred via CD or USB or FTP. E-mailing the file(s) could potentially cause unseen damage. Open QuickBooks for Windows. Select File Open or Restore Company.
In the Open or Restore Company window, select Restore a backup copy and click Next. Select Local backup and click Next (Open Backup Copy window opens). Find and select the.QBB file that came from the Mac user and click Open. Type 'yes' and then click OK when prompted to convert the file.
Converting the Same File back to QB for Mac. Open the company file in QuickBooks for Windows. Select File Utilities Copy Company File for QuickBooks for Mac. Save the file. Note: It is best to simply save the file to your desktop for ease of access.
Transfer the file (now appended with the.MAC.QBB extension) to the Mac computer. Open QuickBooks for Mac. Select File Restore From a Disk. Select the file. Click Open. Click OK when prompted to restore a QuickBooks for Windows file.
Enter a name for the restored file. Click Save.
This article refers to QuickBooks Online Round Tripping is a process where you need to convert your QuickBooks Desktop for Mac file to a QuickBooks Desktop for windows file or vice versa. It is done due to different types of database each program uses. Round tripping is used either to complete an import to QBO or to enable your accountant to make changes on your Mac file. To know more about the restrictions, how round tripping is done, and the usual errors, select the appropriate topic:.
Restrictions There are some restrictions for QuickBooks for Windows to create a backup for QuickBooks Desktop for Mac and vice versa:. You must have the Admin password to complete the process. If prompted to change password during conversion, the new password must be used all throughout the process to avoid confusion.
QuickBooks Desktop for Mac and Windows should have the same year version; e.g. If you have QuickBooks Desktop for Mac 20186 you need to use QuickBooks Desktop for Windows 2016. QuickBooks Desktop for Mac should not be updated once you create a backup for Windows.
You should not enter data in your QuickBooks for Mac file while it is being converted, otherwise, you need to reenter the data when you receive your file back. Avoid processing payroll in the QuickBooks for Windows version of the file. The payroll data that you enter will be lost when the file is converted back to QuickBooks for Mac since it does not have internal payroll. You cannot round trip to QuickBooks Enterprise Solutions (QBES) because QBES cannot produce a QuickBooks Desktop for Mac backup. Some data may or may not be converted due to lack of features in QuickBooks for Mac compared to QuickBooks for Windows. Check for a complete list.
Prepare your QuickBooks Desktop for Mac file for conversion Here are some file preparation steps for your QuickBooks Desktop for Mac file to ensure the process goes smoothly:. Check for any special characters in the file name and company name, such as!@#$%^&. If there are any, rename the file to remove the special characters. Note: Company name is under QuickBooks menu Preferences My Company.
Check for any memos with names longer than 50 characters or containing special characters such as!@#$%^&. Go to Reports menu, then select Custom Transaction Detail Report. In Modify Report window, select Dates drop-down, then choose All.
Under Columns, select Memo, then select OK to run the report. Remove the memos with more than 50 characters/special characters from their corresponding transaction. Delete all memorized transactions and memorized reports. Convert your Mac company file to a Windows file. Open the company file in QuickBooks Desktop for Mac.
Create a copy of your company file for Windows. Go to the File menu then select Utilities Export To QuickBooks for Windows. In the Save As field, type a name for the file. For the Where field, select Desktop then Save.
Note: An instructional PDF file will be available to print as reference when restoring the file. Rename the company file to avoid overwriting the updated copy when it is returned. Send the backup to the Windows machine using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site, or secure transfer service). Restore the backup using QuickBooks Desktop for Windows. Go to File menu, then select Open or Restore Company. Select Restore a backup copy (.qbb) then Next. Select Local backup, then Next.
Select the backup from the location it was saved in then select Open. When asked to update the file to the new version, type yes, then OK. Convert your Windows company file to a Mac file.
Open the company file in QuickBooks Desktop for Windows. Go to File menu, then select Utilities Copy Company File for QuickBooks Desktop for Mac. Save the file in your desired location. This creates a file with the extension MAC.qbb. Send the copy to the Mac computer using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site). Restore the file using QuickBooks Desktop for Mac.
In the No Company Open window, select Browse, then locate the file you want to restore. Note: If your QuickBooks Windows file is on an external drive, save it locally by dragging it to the desired location before restoring it to avoid data corruption. QuickBooks will ask if you want to restore a QuickBooks Desktop for Windows file. Enter a name for the restored file then select Save. Conversion Errors Cannot open the file in Windows You may get the following errors when opening the file in QuickBooks Desktop for Windows:. Error C=116. Error (-14113, 0) To resolve this:.
Open your file in QuickBooks for Mac, then. Retry converting. Cannot open the file in Mac after updating QuickBooks Desktop for Mac You may see the following message when you try to open the file in QuickBooks Desktop for Mac: Cannot Import the round trip file. This file was originally created with another version of QuickBooks Desktop for Mac. Please import it into the version with which it was created. Restore the backup from Windows. Convert your restored data file to your newer version of QuickBooks Desktop for Mac.
Unrecoverable Error when updating a QuickBooks for Mac file to QuickBooks for Windows. Note: If restoring fails,. Create a new backup for Windows (.qbb). On your Windows computer, create a new folder on your Desktop. Copy the new backup file (.qbb) to the folder.
When restoring the backup, make sure to save the company file (.qbw) on the new folder of your Windows Desktop.