How to convert your file from QuickBooks for Windows to QuickBooks for Mac.

If you’ve switched from QuickBooks for Windows to QuickBooks for Mac, you’ve probably noticed some differences. QuickBooks for Mac is built as a Mac product from the ground up, so the interface elements will be familiar if you’ve used other Mac applications. If you’re used to usingkeyboard shortcuts, they will be different on the Mac.

Converting your file from Windows
Want to switch from QuickBooks for Windows to QuickBooks for Mac? Welcome! We’re glad
you’re here. So you’re probably wondering if you can convert your QuickBooks for Windows
company file into QuickBooks for Mac. The answer is: Yes!

You can convert any company file from  U.S. versions of QuickBooks Simple Start, Pro, Premier,
and Premier Accountant Edition 2009, 2010, and 2011 for Windows. If you are using a QuickBooks
for Windows version that is earlier than 2009, you can still open your file in QuickBooks for Mac.
It’ll just be a couple of steps more.

Before you start, be sure that you’re familiar with what data is converted from QuickBooks for
Windows to QuickBooks for Mac.
Note: If you don’t have access to QuickBooks for Windows to convert your file, we can help you. In
QuickBooks, open the Welcome window (Help > Welcome to QuickBooks) and click Switching to
QuickBooks.

On your Windows computer:
1. In QuickBooks for Windows, open the company file you want to convert.

2. Choose File > Utilities > Copy Company File for QuickBooks Mac. Follow the onscreen
instructions. QuickBooks creates a Mac .qbb (backup) file.



3. Copy the .qbb file to a CD or USB drive or some other media. (Most Macs read and
write data to and from PC-formatted media.)


On your Mac:
1. In QuickBooks for Mac, choose File > Open Company, select the .qbb file, and then
click Open.
2. Click OK when asked if you want to restore a QuickBooks for Windows file.
3. Enter a name for the restored file, and then click Save.
Depending on the size of your data file, the conversion process can take up to ten minutes. When
conversion is complete, QuickBooks opens the file.

Got a QuickBooks mess? Call the QuickBooks Gal today at 775-348-9225!

Comments

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  2. If you ever need to convert from excel to quickbooks for Windows, there is this online converter: http://xls2qbo.com/. To me it was very useful.

    ReplyDelete
  3. You state: Note: If you don’t have access to QuickBooks for Windows to convert your file, we can help you. In
    QuickBooks, open the Welcome window (Help > Welcome to QuickBooks) and click Switching to
    QuickBooks.


    When I do this it takes me in a vicious circle and I end up at the instructions telling me I have to have to convert from my old windows version. I absolutely cannot do this. It all crashed.

    Please help. Did I really lose everything?

    ReplyDelete
  4. Dawn Becker I'm having the same problem with finding the article supporting if you don't have access to windows to convert the file to Mac I hope I don't lose everything I have my QuickBooks file on a USB but I can't convert it to Mack because I don't have windows my hard drive blew up when I purchased my Mac computer how Ironic

    ReplyDelete

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