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Converting a File from QuickBooks for Mac to QuickBooks for Windows

Both the QuickBooks for Mac and QuickBooks for Windows involve the usage of distinct types of databases. This is because […]

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Both the QuickBooks for Mac and QuickBooks for Windows involve the usage of distinct types of databases. This is because of the fact that there is no Accountant’s Copy tool available in the QuickBooks Mac. Hence, converting a file from QuickBooks for Mac to QuickBooks for Windows and then back again becomes necessary.

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Nowadays, Macs are remarkably gaining immense popularity among various officials such as accountants and business owners, almost all of them require QuickBooks installed on their server. QuickBooks for Mac is a customized alternative for such kinds of users. However, such users are advised to send their QuickBooks files to an accountant or another user who is having a Windows machine. The files used in QuickBooks for Mac are different from those in QuickBooks for Windows. This means that it is crucial for such users to know how to convert a file from QuickBooks for Mac to QuickBooks for Windows. With the help of this article, let us find out methods for converting a file from QuickBooks for Mac to QuickBooks for Windows in a simplified manner.

Method to Convert a File from QuickBooks for Mac to QuickBooks for Windows:

Following are the steps that should be used to convert a file from QuickBooks for Mac to QuickBooks for Windows. Adopt and use them in a sequential manner to meet this purpose.

Step 1: Prepare Your File.

  • Choose the company file you want to convert and create a copy of it on the desktop of your computer.
  • Then you need to navigate the QuickBooks software.
  • After that, choose Preferences and then ‘My Company‘. Search for the special characters present, if any, in the company along with the file name. If you find them, you are then required to rename them and remove the special characters.
  • Once searched, Open and explore the company file in QuickBooks.
  • Having done with the above step, delete all the memorized reports and memorized transactions.
  • In the next step, choose the option ‘File‘ and then head on to the ‘Utilities‘ section.
  • Now you are supposed to click on the option Rebuild data for the company file.
  • Open and execute the report of Custom Transaction Detail.
  • After that, you need to enable the Memo column. Make sure that you change the date range to All beforehand.
    • Head on to the Reports column.
    • Run the report of Custom Transaction Detail.
    • Post that, the Modify Report window gets displayed on your computer screen.
    • In the Dates drop-down field thus appeared, tap on the ‘All‘ option.
    • Click on the Memo from the columns that drop-down. You must know that the selection of columns is shown by a checkmark.
    • Finally, tap on the ‘Ok‘ button to run the report successfully.
  • At last, you need to check if there are any memos having names longer than (50) fifty characters or the ones that have any special characters. If found any, edit the transaction, remove the same memo and rebuild your file once again.

Step 2: Converting the File from QuickBooks for Mac to QuickBooks for Windows.

  • Open QuickBooks on your Macbook.
  • Open the company file you want to convert and choose the option File.
  • After that, you are required to tap on the ‘Backup to QuickBooks for Windows‘ option.
  • Once done, search for a filename. When it is found, press the ‘CTRL‘ and ‘S‘ keys simultaneously to get it saved on the location. Ensure that you do not forget to save your file on the desktop.
  • Tap on the Save option and click run to begin the backup process. Please note that once the backup is completed, a PDF file will get displayed on the computer screen for printing. It is highly recommended to print the instruction manual for the help of Windows users so that they can take its reference when they are trying to restore the file.
  • As the next step, you need to transfer the file with the required .QBB extension to the Windows computer. Also, to add to your knowledge, it is always advised that transfer should be done with the help of a CD, FTTP, or USB. You should avoid doing that via emails as it can possibly lead to unwanted damage to your files.
  • Once done, you are now required to run the QuickBooks for Windows.
  • Go and navigate the File menu and choose the option named Open or Restore Company.
  • Then you have to select the option Restore a backup copy which is found just below the Open or Restore Company tab and click on ‘Next‘.
  • After that tap on the option Local backup and then hit the Next button.
  • You will find a Backup Copy window that pops up on your screen.
  • Look for the required .QBB file just under the Mac user section, click on it and choose Open.
  • Finally, you just need to Enter ‘yes’ in the space given and hit the Ok button once you get a message to convert your file.

Step 3: Reconvert the File from QuickBooks for Windows back to QuickBooks for Mac.

  • Open the company file and run it on QuickBooks for Windows.
  • Just like you did in the previous steps, move to the File menu and choose the option named Utilities.
  • Having done this, you have to select the option Copy Company File for Mac.
  • Then tap on Save to save the file. It is recommended to save the file on your desktop for quick and easy access.
  • After that, you need to move the file that has the extension ‘.MAC.QBB‘.
  • Now you have to open QuickBooks for Mac.
  • Go to the File menu and tap on the option named as Restore.
  • Choose the ‘From a Disk‘ option, tap on the file and then click open.
  • After you get a prompt to restore a Windows file, hit the Ok button.
  • Once done with the above step, Fill in the name of your restored file.
  • The final is to click on the Save button to save the changes thus made.

The aim of this article is to make you understand why it is important to convert a file from QuickBooks for Mac to QuickBooks for Windows. A step-by-step approach has been also provided to do the same. Follow it in a sequential manner to carry out this conversion manually. If you are still not able to do that on your own or you are facing any other problem, feel free to reach out to the Dancing Numbers expert via LIVE CHAT. The experts are highly experienced in handling problems related to QuickBooks.

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Is it important to Update QuickBooks for Mac before Converting one of its Files to QuickBooks for Windows? If Yes, What are the Steps?

Yes, it is very important to update your QuickBooks for Mac before you proceed to convert its file to QuickBooks for Windows to avoid any in-between glitches. Use the steps given below to get it done with ease.

Firstly, uninstall the QuickBooks for Mac.
Download it again.
Head on to the QuickBooks Download and Updates section.
Search for updates if they are any available.
If updates are found, click on install Update.
Follow the on-screen instructions to finally install the latest version.

What is the Meaning of Round-tripping?

Round-tripping is the process of converting your files from QuickBooks for Mac to QuickBooks for Windows and then vice-versa.

Can I use the Same QuickBooks File on Mac and Windows?

No, it is not possible to use the same file both in QuickBooks for Mac and QuickBooks for Windows. This is because Mac and Windows are two different operating systems having distinct databases. However, you can only convert a file present on either of the software to the other and vice versa. For that, you just need to get in use the steps given in this article for converting a company file from QuickBooks for Mac to QuickBooks for Windows.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

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Deletes

Deletes

Customization

Customization

Supported Entities/Lists

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Customer Transactions

Invoice
Receive Payment
Estimate
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Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
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Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

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Inventory Transfer
Vehicle Mileage

Technical Details

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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