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One of those options probably pops out as an obvious choice, but as I recently discovered, the least-obvious solution is sometimes the best one. My wife and I are both professional writers. A few months ago, on the advice of our accountant, we reorganized our small business as a corporation.
If I Already Have My QuickBooks on a Windows Computer Can I Transfer to a Mac?
Quickbooks for Windows and Mac require a separate installation package for each operating system. 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.
Converting to Mac When you decide to go ahead with the transfer process, you need to make sure you have installed and purchased QuickBooks on your Mac computer.
You can’t install the Windows version on the Mac. Once converted, check your accounts, customer, vendor and inventory lists to make sure all of your information transferred properly. Version Information While you can transfer a QuickBooks for Window version from a previous year to the newest version of QuickBooks for Mac, you can expect better results when transferring using the same version year on both copies.
You must have at least QuickBooks for Mac or later to open a converted file. If you have an older version of QuickBooks for Mac, you should upgrade before attempting to import the Windows file. If you need to convert your file back to Windows again, you can save the Mac version of the company file as a QuickBooks for Windows format from the File menu.
Some of your inventory may not transfer correctly or completely. For example, QuickBooks for Mac doesn’t include support for units of measure or creating packages of assembly items out of individual inventory parts.
The payroll service on QuickBooks for Windows also doesn’t exist in the Mac version. Reports vary between the two versions of the software, since the Windows versions contains many additional default report options. The Mac version of QuickBooks also doesn’t support multi-currency options. Accountant Copies If you decide to convert your copy of QuickBooks for Windows to the Mac version, you must convert your company file to a Windows version to send it to your accountant for tax purposes.
Use a process known as Roundtrip to send the Mac version of your file to your accountant. Then, when the accountant finishes, they must save the changes as a QuickBooks for Mac file. Make sure to use the same version year on both your copy and the accountant’s copy before attempting to send your file. It may vary slightly or significantly with other versions or products. References 4.
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Users who are considering QuickBooks can narrow down which version is best for them with this helpful article from SLC bookkeeping: This CEO saves money and precious time by running a virtual machine to avoid having to purchase multiple computers for his employees. I found out about Parallels Desktop for Mac several years ago when I had a MacBook Pro and needed to run Windows in order to stream live events that I was filming at different venues around the world. My requirement was to be able to run Windows programs and Mac apps side by side rather than having to reboot each time in order to swap from macOS to Windows or vice versa. Using Parallels Desktop was a breeze after laboriously having to re-boot each time I needed to swap operating systems. Cutting and pasting information i. For a small company starting out, that would have been a major outlay.
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Quickbooks for Mac , Download Quickbooks for Mac day Trial. , Download the day Free Quickbooks Point of Sale Trial, download. Once you have completed the setup process, you are ready to track all your business finances in QuickBooks for Mac. You can download the. QuickBooks R3 is the newest iteration of one of the most trusted desktop- based accounting software suites on the market. ProsModern.