Are you facing any sort of error in converting windows file to a mac file in QuickBooks? If yes, then you have landed on the right page. Today we will be talking about the process to fix issues that the users face while converting the windows file to a Mac file. In case the user is moving from QuickBooks desktop for windows to Mac, need not to worry. Below we have discussed the process to convert the company file to mac and pick up where you left off.
The most important point to be noted here is that, the user can only move company files from QuickBooks desktop pro, premier, or premier accountant editions. Thus, make sure to read the article carefully till the end, or an alternative for the same can be to get in touch with our support team, and let our team member fix the error for you.
You may also see: How to Reconcile an Account in QuickBooks Desktop?
Fixation methods for QuickBooks is not able to convert your Windows File to a Mac File
Steps to be followed in order to resolve the Error: QuickBooks is not able to convert your Windows file to a Mac File.
Step 1: On the windows system
- The user is recommended to update QuickBooks for desktop for windows to the latest version.
- And then open the files as the admin
- Now, navigate to the file menu and then opt for utilities tab. Also, choose copy company file for QuickBooks mac, after that follow the onscreen instructions. QuickBooks will create a MAC.qbb file.
- After that, the user will see a message that says “It looks like QuickBooks for windows might be a better fit for the company”. The user needs to ensure to check what data isn’t converted from windows. If you want to continue, choose Yes.
- Now, the user needs to navigate to the folder you wish to save the file in. And then name the file, and choose save. Also, ensure to not use special characters in the file name.
- The last step is to move to the file to your Mac by using any storage device such as USB flash drive, etc.
Read Also: How to Troubleshoot the QuickBooks error code 12152?
Step 2: Restoring the MAC.qbb backup on the MAC
A Mac.qbb file is a copy of a QuickBooks desktop company file that the user can restore in QuickBooks for Mac. This can be done by carrying out the steps below:
- The very first step is to update QuickBooks desktop for Mac to the latest release.
- After that, close QuickBooks
- The next step is to copy the backup to the documents folder on the Mac.
- Also, reopen QuickBooks desktop for Mac, and then choose file, also choose open company.
- Now, the user needs to select the MAC.qbb file, and then choose open.
- Moving ahead, the user needs to select OK when asked if you wish to restore a QuickBooks for windows file.
- To end the process, the user needs to enter a name for the restored file, and then choose save.
Data that’s converted to QuickBooks desktop for Mac
- 1099 categories
- Account list (chart of accounts)
- Admin password
- All list reports
- Audit trail
- Budgets
- Classes
- Contacts data
- Custom field definitions
- Customer list
- Customer type list
- Employee list (notes will not be converted)
- Customer message list
- History of QuickBooks versions used with the data file
- Income and expense tracking by class (available in QuickBooks for Mac using Profit & Loss by Class reports)
- Item list
- Job costing data (available in QuickBooks Desktop Mac using Job Profitability reports)
- Job types list
- Links between pay items and other items
- Memorized transactions
- Multiple estimates per job
- Notes
- Other names list (without notes)
- Payment method list
- Payment terms list
- Vendor list (notes will not be converted)
- Shipping via list
- Vendor type list
- To do list (alerts will not be converted)
- Preferences
- Company name and address
- Which features are enabled
- Reconcile
- Reminders (alerts will not be converted)
- Shipping via list
- Time and activity records
- To do list (alerts will not be converted)
- Transaction statistics
- Transactions and their links:
- Bills
- Deposits
- Invoices
- Payments
- Transfers
- Vehicle list
- Vendor list (notes will not be converted)
- Vendor type list
Read it Also: Upgrade Company Files after you Switch to a New Version of QuickBooks
Data that isn’t converted from windows to QuickBooks desktop for Mac
It is important that QuickBooks for Mac doesn’t support multiple currencies. As accounts and balances are affected by the multiple and home currency settings, the settings can’t be changed in QuickBooks for windows once they’ve been set. In case the user has used multiple currencies in windows company file, the user is not able to convert the data to QuickBooks for Mac.
Unsupported Reports
The following reports are not supported by QuickBooks desktop for Mac. If the user would still like to use them, then the user needs to create most of these reports using the customizing, filtering, and memorization features in QuickBooks for Mac.
- Profit and loss unclassified
- Open purchase orders by job
- Sales tax revenue summary
- Pending builds
- Income tax preparation
- Profit and loss budget performance
- Fixed asset listing
- Voided/deleted transactions
- Voided transaction history
- Closing date exception
- Open sales orders by customers
- Open sales orders by item
- All payroll and workers comp reports
You may also read: How to Overcome QuickBooks Error Code 6189, 816?
Unsupported report filters
The following report filters are not supported by QuickBooks for Mac. The balances of memorized reports that were created using these filters won’t match balances in the original data file.
- Name email
- Paid thru
- Sales tax code
- Template
- Online status
- Printed status
- Voided
- Workers comp code
- Is Adjustment
See this Also: How to Rectify the QuickBooks Error 12029?
Conclusion!
This drives us towards to the end of this article, and it is expected that after reading this article, the user might be able to convert a QuickBooks for windows file to QuickBooks for Mac. However, if you have any query, then feel free to contact us at any point of time. Give us a call at 1-844-521-0490, and leave the rest on our QuickBooks enterprise technical support team of experts and certified professionals. We will be happy to help you.
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