Hosted QuickBooks Tip of the Week: Converting QuickBooks from Mac to Windows
Many users think QuickBooks for Mac is the same as QuickBooks for Windows - it is not. A QuickBooks for Mac file requires being converted before it can be used in the Windows version on Swizznet.
Here are a few things I recommend to prepare your Mac file for conversion to the Windows version:
- Make sure your company file name contains all letters. No special characters
- Know that any memorized transactions and reports will not transfer in the conversion
- Know that your bank accounts will transfer over as never being reconciled previously
- Run Verify to be sure there are no problems in the file. If there are, run a rebuild and then verify again to be sure it corrected the problems
If the file comes up with no problems, it is ready to be converted. To convert the file:
- Select File>Backup to QuickBooks for Windows
- Save the file in a location that you will remember where it is located
- Copy the .qbb file to the computer you would like to restore it. If you're using it on Swizznet, you'll want to copy it to the Z drive.
- Open the QuickBooks for Windows
- Select File>Open or Restore Company
- Select Restore a Backup and then click next
- Click Local Backup and then click next
- Navigate to find the backup file and select the file and click next
- Navigate to find where you want to store the QB file and save it there
- Follow the prompts when it asks to update the file.
I also recommend running a Profit and Loss and Balance Sheet to compare the files to be sure it converted properly.
Please tune in to next week’s QuickBooks tip.