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QuickBooks provides a way to run the accounting aspects of your business and create accurate reports to track your company's growth. Quickbooks for Windows and Mac require a separate installation package for each operating system. You can convert your company file to a Mac-compatible version to transfer basic transaction, customer, employee and vendor data. When it comes time for taxes, you must convert the file back to a Windows-compatible format before sending your company data to an accountant that uses the QuickBooks Accountant edition.

Converting to Mac

When you decide to go ahead with the transfer process, you need to make sure you have installed and purchased QuickBooks on your Mac computer. You can't install the Windows version on the Mac. Convert the file by clicking the 'File' menu, selecting 'Utilities' and choosing the 'Copy Company File for QuickBooks for Mac.' Email or transfer the file to your Mac computer and then open the file using QuickBooks for Mac. Once converted, check your accounts, customer, vendor and inventory lists to make sure all of your information transferred properly.

Version Information

While you can transfer a QuickBooks for Window version from a previous year to the newest version of QuickBooks for Mac, you can expect better results when transferring using the same version year on both copies. You must have at least QuickBooks for Mac 2007 or later to open a converted file. If you have an older version of QuickBooks for Mac, you should upgrade before attempting to import the Windows file. If you need to convert your file back to Windows again, you can save the Mac version of the company file as a QuickBooks for Windows format from the File menu.

Version Differences

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QuickBooks for Mac differs in many ways from the Windows version. Some of your inventory may not transfer correctly or completely. For example, QuickBooks for Mac doesn't include support for units of measure or creating packages of assembly items out of individual inventory parts. The payroll service on QuickBooks for Windows also doesn't exist in the Mac version. Reports vary between the two versions of the software, since the Windows versions contains many additional default report options. The Mac version of QuickBooks also doesn't support multi-currency options.

Accountant Copies

If you decide to convert your copy of QuickBooks for Windows to the Mac version, you must convert your company file to a Windows version to send it to your accountant for tax purposes. Use a process known as Roundtrip to send the Mac version of your file to your accountant. To accomplish this, you need to save your file using the 'Copy Company File to QuickBooks for Windows' option from the File menu. Then, when the accountant finishes, they must save the changes as a QuickBooks for Mac file. Make sure to use the same version year on both your copy and the accountant's copy before attempting to send your file.

Disclaimer

Quickbooks 2012 Mac Manual Downloads

Information in this article applies to QuickBooks for Mac 2013, as well as QuickBooks for Windows Pro and Premiere 2013. It may vary slightly or significantly with other versions or products.

About the Author

Avery Martin holds a Bachelor of Music in opera performance and a Bachelor of Arts in East Asian studies. As a professional writer, she has written for Education.com, Samsung and IBM. Martin contributed English translations for a collection of Japanese poems by Misuzu Kaneko. She has worked as an educator in Japan, and she runs a private voice studio out of her home. She writes about education, music and travel.

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