QuickBooks for Mac 2014 User’s Guide 23
Converting your file from Windows
So you’re switching from QuickBooks for Windows to QuickBooks for Mac. Welcome! We’re glad you’re here. So
you’re probably wondering if you can convert your QuickBooks for Windows company file into QuickBooks for Mac.
The answer is: Yes!
You can convert any company file from U.S. 2012, 2013, and 2014 versions of QuickBooks Simple Start, Pro,
Premier, and Premier Accountant Edition for Windows. If you are using a QuickBooks for Windows version that is
earlier than 2012, you can still open your file in QuickBooks for Mac. It’ll just be a couple of steps more. An article
on our support site explains exactly how to do this: http://www.qblittlesquare.com/2010/07/winmac/
Before you start, be sure that you’re familiar with what data is converted from QuickBooks for Windows to
QuickBooks for Mac.
Note: If you don’t have access to QuickBooks for Windows to convert your file, we can help you. In QuickBooks,
open the Welcome window (Help > Welcome to QuickBooks) and click Switching to QuickBooks.
On your Windows computer:
1 In QuickBooks for Windows, open the company file you want to convert.
2 Choose File > Utilities > Copy Company File for QuickBooks Mac. Follow the onscreen instructions.
QuickBooks creates a Mac .qbb (backup) file.
3 Copy the .qbb file to a CD or USB drive or some other media. (Most Macs read and write data to and
from PC-formatted media.)
On your Mac:
1 In QuickBooks for Mac, choose File > Open Company, select the .qbb file, and then click Open.
2 Click OK on when asked if you want to restore a QuickBooks for Windows file.
3 Enter a name for the restored file, and then click Save.
Depending on the size of your data file, the conversion process can take up to ten minutes. When conversion is
complete, QuickBooks opens the file.
What is and isn’t converted when you switch to QuickBooks for Mac
Although Intuit has used reasonable efforts to include all features affected, Intuit disclaims that all features are
included in these lists. Be sure to compare the newly converted data with the original data to learn what data was
not converted.
Data that IS converted from Windows to Mac
• Account list (chart of accounts)
• Customer list
• Vendor list (notes will not be converted)
• Item list
• Payment terms list
• Shipping via list
• Customer type list
• Vendor type list
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