Convert QuickBooks File from Mac to Windows - How to Do? - PowerPoint PPT Presentation

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Convert QuickBooks File from Mac to Windows - How to Do?

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Since QuickBooks for Windows and QuickBooks for Mac use various types of databases and the Accountant’s copy is not ready in Mac so it becomes very important to convert QuickBooks files from Mac to Windows and vice-versa. – PowerPoint PPT presentation

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Title: Convert QuickBooks File from Mac to Windows - How to Do?


1
Convert a QuickBooks for Mac file to QuickBooks
for Windows
QuickBooks is undoubtedly one among the foremost
popular tools employed by small and medium sized
businesses to manage their day-to-day accounting
activities. Paper is not any more the essential
requirement of accounting, as QuickBooks has
appropriated the hype. This software is employed
by an outsized number of individuals all across
the world. This software is often used for
multiple purposes.
At times, the necessity to convert a QuickBooks
file from Mac to Windows and Windows to Mac might
arise, thanks to some or the opposite reason. The
method of converting the file is understood as
round-tripping. Round-tripping may be a process
which helps the user to send a QuickBooks for
Mac file to an accountant with QuickBooks desktop
for windows. It should be noted that every
program uses a special sort of database the
accountants copy feature isn't available in
QuickBooks desktop for Mac. In such cases, round
tripping is of much importance, because it helps
the accountant to form changes to a Mac clients
company file. This might sound confusing to some,
so it might be
2
  • better to possess an in depth view of an
    equivalent. Therefore, without further delay,
    allow us to
  • learn the whole procedure intimately.
  • Points to Remember
  • Before we proceed further to understand the whole
    procedure, it's better to require a halt and
  • appearance at a number of the details to stay in
    mind.
  • The very first point is that QBES cant produce a
    QuickBooks Desktop for Mac backup and therefore
    the reason for this is often that the trip cant
    be utilized in QuickBooks Enterprise solutions.
  • Coming to the second point, just in case when the
    accountant has the file, there's no got to enter
    the into Macintosh file. And if the info is
    entered into the Macintosh file, then the user
    could be required to reenter the info when he/she
    receives the file back.
  • Another point that the user is required to
    recollect is that the user can change the
  • password when converting a .qbb file which is
    made using the QuickBooks desktop for Mac. Just
    in case the user or the accountant changes the
    password so as to satisfy the QuickBooks Desktop
    for windows requirements, then the new password
    should be wont to convert the file back to
    QuickBooks Desktop for Mac.
  • Subsequent point is that the user would require
    an admin password to finish the roundtrip
    process. Well, this is often one among the
    foremost details that one cant avoid to miss.
  • It's suggested to not process payroll in
    QuickBooks for Windows version of the file,
  • because the QuickBooks for Mac doesnt have an
    indoor payroll.
  • Another point that ought to be kept in mind is
    that the subscription data, payroll settings,
    and therefore the payroll data that the user
    enters are going to be lost at the time when the
    file is converted back to the QuickBooks for Mac.

3
  • Converting Procedure
  • The converting procedure is split into three
    subsections, namely
  • Preparing Macintosh File
  • Converting QuickBooks file from Mac to Windows
  • And converting an equivalent file back to QB for
    Mac.
  • Each of the subsection involves a group of steps,
    which are to be followed within the same
    sequence. So, allow us to explore each of the
    subsection and therefore the steps below,
    respectively.
  • Preparing the Macintosh File
  • The primary step is to Copy the corporate file
    to the desktop.
  • Now, the QB user is required to see for any
    Special characterswithin the file name and
    therefore the name also. just in case any of the
    special characters are found, then Rename the
    file and make sure that all the special
    characters are removed.
  • Then, Openthe enter QuickBooks.
  • Once the file gets open, Deleteall the
    memorized transactionsand therefore the reports
    also.
  • Subsequent step is to rebuild the corporate file,
    by selecting the file option followed by
    utilitiesand Rebuild data, respectively.
  • Moving ahead, the user is required to run the
    custom transaction detail report, and also
  • change the date range to all or any and enable
    the Memo column.
  • For this, the user is required to pick Reportsgt
    Custom Transaction Detail Report
  • Now, from the dates drop-down list, select All.
  • Then, from the columns drop-down, choose Memo.

4
  • The last step in preparing the Macintosh file is
    to see for any memos with the names
  • lengthier than 50 characters or those containing
    any special character.
  • Just in case any such name is found, the user is
    required to Editthe transactions and also
    remove the memos, followed by rebuilding the
    file. And with this, the preparing process
    involves an end.
  • How to Convert a QuickBooks file from Mac to
    Windows?
  • Once the preparation procedure involves an end,
    subsequent thing is to Convert a File from
  • QuickBooks for Mac to QB for Windows. For this,
    the user is required to follow certain steps.
    Allow us to have a glance at the steps to be
    followed
  • The primary step is to Openthe corporate enter
    the QuickBooks for Mac.
  • Subsequent step is to settle on Filegt backup to
    QuickBooks for Windows.
  • Moving ahead, the user is required to specify the
    file name and also save the situation within the
    Save Aswindow.
  • Now, click Saveand permit the backup process to
    run.
  • Then, the user is required to transfer the file
    to the Windows Computer.
  • Subsequent step is to Open QuickBooks for
    Windows.
  • Once through with the above step, the user is
    required to pick Filegt Open or Restore Company.
  • Now, choose the Restore a backup copywithin the
    Open or Restore company Window, followed by
    clicking Next.
  • Then, the user is required to pick the Local
    backupthen tap on to the Nextoption.
  • Subsequent step during this process is to seek
    out and choose the .QBB filethat came from the
    Mac user then click on Open.
  • The last and final step is to type Yesthen tap
    on OKwhen prompted to convert the file.

5
  • Steps to Converting an equivalent file back to
    the QuickBooks for Mac
  • Once the above-listed procedures are complete,
    subsequent process is to convert an equivalent
  • file back to the QuickBooks desktop for Mac. The
    steps to be followed for this procedure are
    enlisted below
  • To start with the procedure, the user is required
    to Open the corporate filewithin the
    QuickBooks for Windows.
  • Subsequent step is to settle on the Filegt
    Utilitiesgt Copy Company File for QuickBooks for
    Mac.
  • Move ahead by saving the file.
  • Then, transferthe file to the Mac Computer.
  • Subsequent step is to OpenQuickBooks for Mac.
  • Once through with the above steps, the user is
    required to pick Filegt Restoregt From a Disk.
  • Moving forward, the user is required to Select
    the file.
  • Now, tap on Open.
  • Subsequent step is to click OK, when the user
    is prompted to revive a QuickBooks for Windows
    file.
  • Now, Enter the namefor the restored file.
  • The last and final step is to click on Save.
  • Conversion Error in converting QuickBooks file
    from Mac to Windows and Windows to Mac
  • Error in Windows
  • When the QuickBooks user opens the enter Windows,
    then there are chances that the error
  • might occur. The user might get any of the
    below-listed errors
  • Error (-14113, 0)
  • Error C116

6
  • Solution If the user is facing any such error,
    then following simple steps might work to tackle
    the
  • error.
  • First of all, the user is required to open the
    corporate enter QuickBooks for Mac
  • Subsequent step is to follow the procedure to
    resort the lists
  • Once through with the above step, the user is
    required to run the rebuild data utility
    procedure
  • And therefore the last and final step is to
    undertake to convert the file again.
  • Errors in Mac
  • When the user is unable to open the enter
    Macintosh after updating QuickBooks Desktop for
  • Mac, there are chances for the error to occur. A
    pop-up message appears on the screen stating
    Cannot Import the Roundtrip file. This was
    originally created with another version of
    QuickBooks Desktop for Mac. Please import it into
    the version with which it had been created.
  • Solution to urge obviate the error in Mac, the
    user is required to follow the steps enumerated
    below
  • The primary step is to download and reinstall the
    previous version and release of QuickBooks.
  • Subsequent step is to revive the backup of the
    corporate file from Windows.
  • The last step is to convert the restored file to
    the newest version of QuickBooks Desktop for
    Mac.
  • With this, we come to the top of this text, and
    that we hope that after reading the above-
    enumerated steps, the user could be ready to
    convert a QuickBooks for Mac file to QuickBooks
    for Windows and Windows to Mac.
  • We own a pool of experts and professionals who
    have in-depth knowledge of QuickBooks, and with
    this data, they create sure that each query of
    the QuickBooks users is resolved.
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