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CAN QB DESKTOP PC UPLOAD QB FOR MAC FOR MAC
CAN QB DESKTOP PC UPLOAD QB FOR MAC UPDATE
CAN QB DESKTOP PC UPLOAD QB FOR MAC PASSWORD
CAN QB DESKTOP PC UPLOAD QB FOR MAC WINDOWS

CAN QB DESKTOP PC UPLOAD QB FOR MAC PASSWORD

If the client’s file is not password protected QuickBooks opens the file.

If the client’s file is password protected QuickBooks will display the typical log-in dialog box for you to enter the User account and password your client provided to you.

QuickBooks may display a message telling you that your data has been restored successfully, click OK.

QuickBooks will continue updating your data, depending on the size of the file this could take a few minutes.

After a few moments another dialog box will appear, asking you to confirm that you will be opening the file in a newer version of QuickBooks, click Yes.

CAN QB DESKTOP PC UPLOAD QB FOR MAC UPDATE

After QuickBooks restores your file, a dialog box will be displayed advising that you must Update Company File for New Version.QuickBooks displays the Save Company File as dialog box, navigate to the location where you wish to save the file, and click Save.

QuickBooks displays the Open or Restore Company dialog box, select Next.

Navigate to the file’s location, highlight the file, and choose Open.

QuickBooks opens the Open or Restore Company dialog box, select the option to Restore a Backup Copy, then click Next.

From the Menu Bar, select File then choose Open or Restore Company….

CAN QB DESKTOP PC UPLOAD QB FOR MAC FOR MAC

Start the same ‘year-version’ of QuickBooks as your client’s QuickBooks for Mac.

Copy or save the file from the file source (flash drive, email attachment, etc.) to your computer.

QBB and really it should not seem any different during the restore process than any other QuickBooks back-up file.įollow these steps in restoring the file: If your client has prepared their file properly, you should receive a QB-windows back-up of their data the file extension should be. You will use these reports to verify that the file you restore matches your clients’ data.

You should also ask them to send copies of a Profit & Loss report, and Balance Sheet, and to select the option for ‘All’ in the date range of each report. Occasionally some technical glitch can occur during the ‘round-trip’ this is why it is always best to make an additional copy of the files before attempting to restore them.Īsk your client to ‘verify’ their data before preparing the back-up copy for you.

CAN QB DESKTOP PC UPLOAD QB FOR MAC WINDOWS

Third, because some features found in certain versions of QuickBooks for Windows do not exist in QuickBooks for Mac, not all data may be displayed between versions. This means that the Mac user cannot continue to work in their file, if the Windows user will be returning the file with changes. Second, the files that are exchanged are ‘full copies’ of the data, they are not like an “Accountant’s Copy” or “Accountant’s Change File” with which you may already be familiar. If a Mac user has QuickBooks for Mac 2013, the Windows user must have QuickBooks Pro/Premier/Accountant 2013. While this process is fairly simple in terms of the ‘how to’, there are a few things to remember.įirst, the Mac user and Windows user must always be on the same year-version of QuickBooks. In effect ‘round-tripping’ is the process of creating a ‘windows restorable version’ of QuickBooks for Mac data coupled with the process of creating a ‘Mac restorable version’ of QuickBooks for Windows data. This process of sharing is affectionately known as ‘round-tripping’. You have had a successful accounting or advisor practice for years, and always been happy with your Windows based computer and QuickBooks desktop versions but recently some of your clients are starting to move to the Apple ‘Mac’ platform, and may even now be using QuickBooks for Mac, so how are you going to handle this transition in technology?ĭon’t panic, or think you have to buy and learn ‘Mac for QuickBooks’, Intuit insured that there would be a ‘process’ whereby their QuickBooks for Mac users could share their data with their accounting professionals who might be using the windows version of QuickBooks. Practice Considerations – Working with your ‘Mac’ Clients

You shouldn't be concerned about working with client using QuickBooks for Mac.'round-tripping' data exchange between QB-Mac and QB-Windows.