Note: Intuit recommends that the file is transferred via CD or USB or FTP. Transfer the file (now appended with the required. It's a good idea to print this for the QuickBooks Windows user to refer to when restoring the file. Note: When complete, an instructional PDF file is offered for printing. Note: It is best to simply save this file to your desktop.Ĭlick Save and allow the backup process to run. Specify a file name and save location in the Save As window.
Select File > Backup to QuickBooks for Windows. Open the company file in QuickBooks for Mac. If any are found, edit the transactions and remove the memos, then rebuild the file again (see step 5). Check for any memos with names longer than fifty (50) characters or containing special characters. Note: A checkmark appears when the column is selected. Select All from the Dates drop-down field. Select Reports > Custom Transaction Detail Report (Modify Report window opens). Run the Custom Transaction Detail Report, changing the date range to All and enabling the Memo column. Rebuild the company file (select File > Utilities > Rebuild Data). Delete all memorized transactions and memorized reports. Note: Select QuickBooks > Preferences > My Company to find the company name. If there are any, rename the file and remove the special characters. PROCEDURE: Preparing the FileĬheck for any special characters in the file name and company name. Due to differences between operating systems, converting a file from QuickBooks for Mac to QuickBooks for Windows requires some file preparation. Reference the steps below to learn how to convert a QuickBooks file. For that reason, it is sometimes necessary to convert a file from the Mac version to the Windows version, and then back again. 
Because QuickBooks for Windows and QuickBooks for Mac use different types of databases, there is not an Accountant's Copy feature available in the Mac version of QuickBooks.
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