QB-Mac users love their QuickBooks and their Macs, but let's face it, a lot more Accountants and Tax Preparers rely on QuickBooks for Windows than use QB-Mac. There are some major differences in the QuickBooks database structure between QB-Mac and QB-Windows. When converting a file you should take the time to prepare it properly so that many of these differences are eliminated, thus precluding the likelihood of data corruption during conversion or restoration. Preparing Your File for Conversion/QB-Windows Back-up Preparation:. 1) Prepare your Company file using QuickBooks for Mac. 2) Copy the Company file to your Desktop. 3) Check the Company file for any special characters in the file name, like:!@#$%^&*.
If there are any of these characters in the file name you need to rename the file so as to remove these characters. 4) Open the Company file in QuickBooks for Mac 5) Resort your QuickBooks for Mac lists: • Resort the Customer, Vendor, or Employee lists from the related Center: Open the Center you want to resort, in the Gray bar at the top select Edit, select the option to Resort List, when prompted to confirm you want to resort click OK. • Resort the Master Name list: From the Banking menu, select Write Checks.
Flip the board monopoly meme. Converting the File, Preparing the Backup, and Restoring using QuickBooks for Windows. 1) With the prepared Company file open in QuickBooks for Macintosh, choose the File menu 2) Select Backup to QuickBooks for Windows 3) In the Save As field, type a name for this file or accept the default provided by the program. Under no circumstances should this file contain any of the special character set.
Put your cursor in the Pay to the Order Of field; Press and hold the Command / Apple key, and the L (letter) key to open the Master Name list. Ensure All Names are selected at the bottom of the list. Go to the Edit menu, select Resort List, when prompted to confirm you want to resort, click OK. • Resort the Accounts (Chart of Accounts) list: From the Lists menu, select Chart of Accounts; ensure that all Accounts are selected at the bottom of the list. Go the to Edit menu, select Resort List, when prompted to confirm you want to resort, click OK.