Quickbooks for Windows and Mac require a separate installation package for each operating system. You can convert your company file to a Information in this article applies to QuickBooks for Mac 2013, as well as QuickBooks for Windows Pro and Premiere 2013. It may vary slightly.
Compatibility Between Quicken and QuickBooks Quicken ( ) is a personal financial management software developed by a company called Intuit. It has been one of the most trusted financial software, right from its first release in 1984 to the latest 2009 versions that are being rolled out as we speak. This software can work on both the Windows. After the resounding success of Quicken, Intuit came up with a financial management solution aimed at small business owners, and called it QuickBooks.
It enables the complete automation of the most common financial tasks of a small business including payroll management, bill payment, and expense tracking and so on. This software is also available for both the Windows and Macintosh platforms. Each version of QuickBooks that has been released includes a built-in facility to convert data in to QuickBooks. As far as version information goes, any version including Quicken 98-2008 and Quicken Home and Business 98-2008 and above can be directly imported to QuickBooks.
Earlier versions will require a preliminary conversion before they can be imported to QuickBooks with the exception of Quicken for Dos 1-4 versions and Quicken for Mac 7 through 2001 which cannot be converted to QuickBooks. Importing Quicken Files into QuickBooks After establishing the above facts, the actual process of importing your Quicken data to QuickBooks is fairly straightforward. Follow the following menu choices in QuickBooks: File —-Import —-Convert Quicken The wizard that opens as a result of this action will expertly guide you through the complete importing process. What does this importing process actually do? The original Quicken data is left untouched; you can keep using it as before. A copy of this Quicken data is converted and stored in a new QuickBooks company file, in effect leaving you with two sets of the same data, one in your original Quicken format and the other in the QuickBooks format. One important factor to remember here is that the version of QuickBooks that is used for the conversion must be the equivalent version of the Quicken version being imported from, or higher.
To illustrate further, data in Quicken 2006 can be converted into QuickBooks 2006 format or higher but not into QuickBooks 2005 or a lesser version than that. Also, remember that each time such a conversion takes place; a new QuickBooks file is created from the Quicken data, which means that Quicken data can not be imported into an existing QuickBooks file. So if you are looking to find a solution where you would periodically or repeatedly like to enter transaction details into Quicken which then get imported into the QuickBooks format that is just not possible.
You cannot do it periodically as it can be done only once. If you have decided to convert your Quicken data permanently into the QuickBooks format and plan to enter all future transactions into the newly created QuickBooks file and abandon the Quicken file, this will work well for you. Are useful online resources that you can peruse through to learn more about Quicken and QuickBooks.
By CrunchSum QuickBooks Online is becoming more widely used among small business owners. With the many benefits it offers including anywhere, anytime access and automatic data backups, it’s no surprise that many are converting to QuickBooks Online from their QuickBooks desktop version.
This tutorial walks you through step by step how to convert your QuickBooks for Mac file to QuickBooks Online.To accomplish this you will need to be using some type of virtual machine software that enables you to operate in both Mac and Windows operating systems. At CrunchSum, we use.
If you do not currently have a virtual machine process in place and we can save you the time and convert your desktop data to QuickBooks Online for you. Step 1: Sign Up for QuickBooks Online If you are new to QuickBooks Online, find out how you can get a discount. Determine which plan is right for you and sign up.If you are not using QuickBooks for Mac skip to step 4. You can also reference, which walks you through step-by-step how to convert your QuickBooks PC desktop company file to QuickBooks Online. Step 2: Make a Copy of Your QuickBooks for Mac File Currently, QuickBooks Online can only import Windows-only converted data. Because of this you need to first convert your QuickBooks for Mac file to a Windows version. In QuickBooks for Mac: File Back Up to QuickBooks for Windows.
This saves your file in a.qbb format, which you will need for the next step. Step 3: Open QuickBooks for Mac File in Windows Version of QuickBooks File Open or Restore Company Restore a backup copy Next Local backup Next, select your QuickBooks for Mac file (make sure it is in.qbb format) Open Select Next to choose the location where the restored file will be saved in the new.qbw format. By default, your file will be saved with your other QuickBooks company files.
Electing to save to your desktop may be easiest. After your file has been successfully restored then choose to update the company file. If you receive the message below, select Yes. It will then update and rebuild your data file. This step can take a few minutes to complete. Click OK and your QuickBooks for Mac file should open in your Windows version of QuickBooks.
Step 4: Save Company File in QuickBooks Online Format From within your QuickBooks desktop PC version, create a copy of your company file that is compatible with QuickBooks Online. File Utilities Copy Company File for QuickBooks Online Save the file to your desktop. This will create a new QuickBooks Online compatible file with the file extension: OE.qbw. Step 5: Import Your QuickBooks Desktop File into QuickBooks Online Currently, you can only import your desktop file into QuickBooks Online using the Internet Explorer 7, 8 or 9 browser. Company More Import QuickBooks Desktop Data Select the file you want to import and then continue through the interview process until your file has successfully been imported.
You should receive an email confirming that your file import is complete. It is recommended that you do not login to your QuickBooks Online account until you receive this email. To learn more about converting your QuickBooks desktop data to QuickBooks Online. This is pretty ridiculous.
I am excited for the transition – support whatever our company does, but my experience as a contractor for several clients over the past few years is that QuickBooks is clearly Accountant- and report-centered, and not business-oriented. Not even friendly! I have had to become an expert in so many tricks just to have an invoice be what works for a client, and even confirmed with QB reps that they simply have certain options because so many people complained about it, so – while it’s not functional for what the people need – they just added the list item to make them happy. (They confirmed it as professionally as possible when I asked to be clear.) And now, with all the designers and creative firms in this technology age, there is NO option but to have, not just a Windows machine, but Quickbooks for Windows (!!!) in order to transition from QB Desktop for Mac to QBO?
It’s not like you can install your software on both platforms, that requires using someone else’s expensive software, or being “lucky” enough to have access to both platforms.