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Posts Tagged ‘QuickBooks For MAC’

Brand new QuickBooks forum!

Hi Everyone! I have great news! We now have a QuickBooks discussion forum which is rich in features so PLEASE direct all QuickBooks questions there, by going to this URL: http://nerdenterprises.com/forum/

We already have a questions topic – you DO need to register, but HEY I’d love to get to know who you are anyway so please visit the forum now and post a question / comment or go to the general discussion for things that are not directly related to QuickBooks.

Also we will be slowly migrating selected content (we’ll pick the best stuff and get it better organized) from here to a new blog location so stay tuned and check back often.  The URL http://www.quickbooksnerd.com will be forwarded to the new location once it is ready.

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Today’s Question: Saving QuickBooks for PC to QuickBooks For MAC

June 12, 2009 Leave a comment

 

Hi Seth 🙂

Since you are my go-to Qbooks guru, I wonder if you wouldn’t mind answering a personal question for me? 🙂  My freelance client wants to get his Qbooks file to his CPA who is out of state.  I tried to use YouSendIt, which would’ve worked fine except I realized the CPA is on a Mac and my client is on a PC.  Do you know of any way to make a Mac formatted Qbooks file compatible with a PC?  Is this even possible?

A CPA with a MAC. This is a first for me! I suppose we can expect to see more and more of this as time goes on. I’ve learned I need to know how to work with both. My Main IT guy here, Ed knows both MAC & PC platforms very well.

Here’s your answer:

You can save a copy for QB For MAC, and you can also copy back from MAC to PC (Round Trip). You can also start with a copy for MAC and convert round trip that way as well. There are a few limitations which won’t affect you for this purpose, but you should be aware of since you are servicing clients, more and more of whom will be using QB for MAC. The MAC version does not have all of the features that the PC version has in terms of customizing forms such as invoice templates. You will lose some of this in translation going from PC to MAC. Going from MAC to PC you can use the custom templates & features, but any invoices that were created on the MAC will need to be opened, the template chosen in the drop down and then the invoice needs to be saved again.

Click on ‘File’ – ‘Utilities’ – ‘Copy Company File For QuickBooks MAC’

Here is a screenshot:

Figure 1 – Convert QuickBooks from PC to MAC

Then you will be prompted of course for a location to save the file. Then send that QuickBooks Backup File via yousendit.