Convert a QuickBooks for Windows File to QuickBooks for Mac

Are you seeking to convert the QuickBooks windows file to QuickBooks for Mac but don’t know the procedure? No need to panic, as this article shall brief you with all the information you need for the conversion process.

QuickBooks desktop comes for both windows as well as Mac. As a user of QuickBooks Windows, you might plan to switch to QuickBooks for Mac for some reasons. Converting the QuickBooks desktop for window to QuickBooks Mac is an easy process involving a couple of steps. This conversion will transfer all the data related to regular transactions, employees, and customers and convert it to a Mac compatible file. We will be unraveling additional information related to the conversion process as we proceed with this article.

What type of data gets converted to QuickBooks Desktop for Mac?

Before proceeding with the conversion process, we must familiarize ourselves with the data types that can convert to QB Desktop for Mac. These are enlisted in the table below:

Contacts data

 

Chart of accounts

 

Budgets

All list reports

 

Transactions and associated links

 

Admin password

 

Customer message list

 

Employee list (excluding notes)

 

Income and expense tracking by class

Classes

 

Audit trail

 

Customer list

 

Item list

 

Vendor type list

 

Vendor list

 

Time and activity records

 

Transaction statistics

 

To do list

 

Shipping via list

 

Reminders

 

Reconcile

 

Preferences

 

Name of the Company and address

 

History of QuickBooks versions used with the data file

 

 

Steps to convert QuickBooks for Windows file to QuickBooks for Mac

Follow the below given steps to convert the QuickBooks desktop file to Mac version:

Step 1: On the windows system

  • Now, open the file as the admin and navigate to the File menu.
  • Select the ‘utilities’ option. Also, select the ‘copy company file’ for QuickBooks Mac the follow the onscreen instructions. QuickBooks will create a ‘MAC.qbb’ file.

  • You might face an error message ‘It looks like QuickBooks for windows might be a better fit for the company.’ Check what data hasn’t been converted from windows. Subsequently, click on ‘Yes.’
  • Now, reach the folder where you want to save the file, name the file, and click on ‘save.’ Use special characters in the file name.
  • Transfer the file to your Mac through a USB flash drive.

Step 2: Restoring the Mac.qbb backup on the Mac

To restore the Mac.qbb backup on the Mac, follow the steps mentioned below:


  • Now, copy the backup to the documents folder on the Mac.
  • Reopen the QuickBooks desktop for Mac, select the file, and open the company option.
  • Select the ‘Mac.qbb’ file and click on the ‘Open’ option.

The Conversion process is done, and you can now access the file using your QuickBooks for Mac.

We hope that by following the procedure mentioned above, you were successfully able to convert a QuickBooks for Windows file to QuickBooks for Mac. If you face any issues during the process, get in contact with our QuickBooks technical support Team. We are easily available at 1-800-761-1787 via our helpline number.






Location: Everett, WA 98203, USA

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