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Macs are becoming increasingly popular among accountants and business owners many of whom need QuickBooks Desktop installed on them. Intuit has customized QuickBooks Desktop for Mac for such users. However, such users might have to send their QuickBooks files to an accountant or another user with a Windows machine. The files used in QuickBooks Desktop for Mac (.dmg or .qbxxx) are different from those in QuickBooks Desktop for Windows (.qbw). This implies that such users have to know how to import QuickBooks File in Mac to QuickBooks Desktop for Windows. Let us explore how to exchange QuickBooks files between users of machines with dissimilar operating systems and alternate solutions.
Why Import QuickBooks File in Mac to QuickBooks Desktop for Windows?
While one of the most common reasons for importing QuickBooks for Mac files into the Windows machine is to allow other users to access the financial records on these systems, the launch of macOS Catalina has exposed more vulnerabilities in the former version. Many users have experienced data losses and crashes. While Intuit has resolved the issue for QuickBooks Desktop for Mac 2019 (R7) or 2020 (R2 or later) for macOS Catalina users, the company has made it clear that QuickBooks Desktop for Mac 2015 and 2016 users must upgrade to later versions or migrate to QuickBooks Online.
However, there could be changes in functionalities if you migrate from the desktop version to the online version.
I'd very much like to find an alternative to Quickbooks Online for a variety of reasons, and signed up to Wave to look around. Is there a primer for importing data from Quickbooks online? If there's a relatively easy way to do it, I'd like to run both for a while to see how things go. In the Mail app on your Mac, choose File Import Mailboxes. Select a source in the list, read the information that appears below the list, then click Continue. If you’re importing a mailbox exported from Mail or a folder in the /Library/Mail/V8 folder on another Mac, select Apple Mail. Since Wave will not have specific transaction history, only balances, make sure you keep a copy of your old accounting information for your records! Compare trial balances. To make sure you're all set up with the correct balances, run a Trial Balance in Wave. Then, compare Wave's trial balance with the balance from Quickbooks in Step 3. Switching to Wave from Quickbooks or other accounting software. Get your Wave account set up the way you like it. If you have not already done so, complete the steps in Setting up your Wave account before switching. The Transactions app converts your ban and credit card transactions files into a file format compatible with your accounting or personal finance software like QuickBooks (Desktop or Online), Quicken, Xero, Sage, Wave, FreeAgent, Banktivity, Kashoo and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV.
How to Convert QuickBooks for Mac Files to QuickBooks For Windows?
Intuit has designed the solution in such a way that users on machines running either operating systems can open the file with simple conversion steps. Here’s how you can convert your company file from QuickBooks for Mac to QuickBooks for Windows.
Preparing the Company File in QuickBooks for Mac
Converting Company File for QuickBooks for Desktop
After you have ensured that the company file is formatted by verifying the data, you can proceed with the export.
Importing QuickBooks File in QuickBooks Desktop for Windows
While smaller files can be emailed to users with a Windows machine, larger ones have to be imported into QuickBooks Desktop for Windows using a physical device such as a USB flash drive or using cloud storage. Eventually, it can be restored on the Windows version of QuickBooks.
Apps4Rent Can Help with Hosted QuickBooks Desktop
Most users find QuickBooks Desktop for Windows to be a superior product in comparison with both QuickBooks Online and
Import created QBO file into Quickbooks for Windows
Importing Quickbooks For Mac To Waverly
Follow the steps below for the Windows version, followed by the Mac version.
When the QBO file is created, switch to Quickbooks and import created QBO file. Before importing, make sure that the account you need to import into doesn’t have the yellow strike icon. Click 'Lists' - 'Charts of Accounts'.
If you have the icon, it means the account is online linked to direct download. You need to disconnect first to import a QBO file.
To disconnect, right-click - 'Edit Account'.
Then click on 'Bank Feed Settings' and 'Deactivate All Online Services' first if needed. Check there is no yellow icon after the change. After disconnecting the account from online services, you can import a QBO file.
To import a QBO file, select 'File' - 'Utilities' - 'Import' - 'Web Connect Files', select created QBO file.
And select an existing account to import transactions. Check bank label, Account Type, Account number to select correct Account in Quickbooks. Then click the 'Continue' button.
Now your data is imported.
Click on 'Transaction List' to review transactions. Assign Vendor Records and expense/income accounts before adding transactions to the register.
'Downloaded as' column shows Payee names from the QBO file. And the 'Payee' column is empty. It shows Vendor Records. When you choose a Vendor Record, for the Payee from the QBO file, QuickBooks will remember your choice for the next QBO import.
Click 'Show Bank Memo' to see the description to the 'Bank Memo' column.
Once Vendor Records and Account are set, you can add transactions to the register. The rename rule creation dialog will show up after to use for the next time.
Import created QBO file into Quickbooks for macOS
When the QBO file is created, switch to Quickbooks and import created QBO file. Before importing, make sure that the account you need to import into doesn’t have a blue ball icon. Click 'Lists' - 'Charts of Accounts'.
If it has a blue ball icon it means the account is online linked to direct download. You need to disconnect first to import a QBO file.
To disconnect, right-click - 'Edit Account'.
Then click 'Online Settings' and select 'Not enabled' and click 'Save'.
Then click 'Ok'. Check there is no blue ball after the change. After disconnecting the account from online services, you can import a QBO file.
To import a QBO file, select 'File' - 'Import' - 'From Web Connect', select created QBO file.
And select an existing account to import transactions. It shows Account ID, Account Type and it offers you to choose an existing Account. Click the 'Continue' button.
Importing Quickbooks For Mac To Waves
Now your data is imported. Assign Vendor Records and expense/income accounts before adding transactions to the register.
'Downloaded Payee' column shows Payee names from the QBO file. And the 'Payee' column is empty. It shows Vendor Records. When you choose a Vendor Record, for the Payee from the QBO file, QuickBooks will remember your choice for the next QBO import.
Once Vendor Records and Account are set, you can add transactions to the register. The rename rule creation dialog will show up after to use it for the next time.
Importing Quickbooks For Mac To Wavelength
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