Converting a QuickBooks file from Mac to Windows
You can share your QuickBooks data between your Mac and a Windows computer. For example, you can convert your data to send to an accountant who works on a Windows computer.
Note: If you are using Intuit PaymentNetwork to accept payment from your customers, you should wait for all outstanding invoices created with Intuit PaymentNetwork to be paid or closed before you convert your file. If you don't, you may lose the ability to match up the downloaded Intuit PaymentNetwork payment with its invoice.
To convert a QuickBooks file from Mac to Windows:
-
In QuickBooks for Mac, open the company file you want to convert.
- Choose whichever is most relevant, though both options produce the same results:
- File > Save File for Accountant
OR
- File > Export > To QuickBooks for Windows
- Follow the onscreen instructions. QuickBooks will ask you to verify the data in your company file. Click Verify to do so or you can select Skip Verify to continue converting your file without verifying it.
- Once QuickBooks tells you that the verification is successful, choose the name of the file you want to convert and where you want it to be saved. If you want to save the file to your dropbox, click Select Dropbox Folder. When you're done, click Save.
Note: If the verification is not successful, QuickBooks recommends that you rebuild your company file before converting it or sending it to your accountant.
- After you save the file, QuickBooks will prompt you to create a password to protect your company file. Enter a password or, if you don't want to password-protect the file, leave the fields blank.
Note: If you do enter a password, be sure to share it with your accountant.
- Click OK. QuickBooks will then create a .qbb file. You can click “Show File in Finder” to locate the file on your Mac.
-
In QuickBooks for Windows*, choose File > Open or Restore Company and follow the onscreen prompts.
- When asked to update the file, mark the checkbox and click Update Now.
- Review the file and make any necessary changes.
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Related Topics
QuickBooks 2015 for Mac can share files (2-way) with U.S. versions of QuickBooks Pro, Premier, and Premier Accountant 2015 for Windows; QuickBooks 2015 for Mac can convert files (1-way) from U.S. versions of QuickBooks Simple Start, Pro, Premier, and Premier Accountant Edition 2013, 2014, or 2015 for Windows.