QuickBooks for Mac 2014 User’s Guide 25
Data that ISN’T converted from Windows to Mac
Important: QuickBooks for Mac 2014 does not support multiple currencies. Because accounts and balances are
affected by the multiple and home currency settings, these settings cannot be changed in QuickBooks for Windows
once they’ve been set. If you have used multiple currencies in your Windows company file, you will not be able to
convert your data for use in QuickBooks for Mac.
Some features and data will NOT be converted from Windows to Mac, including (but not necessarily limited to) the
following:
• Intuit integrated payroll and payroll list
items (QuickBooks for Mac uses QuickBooks
Payroll for Mac powered by PayCycle and
Aatrix Top Pay for payroll services)
• Online banking transactions that have not
been accepted into a register (transactions
that have been accepted will appear as
payments, deposits, and transfers with
associated links)
• Online banking aliases
• Customized settings for forms like invoices,
estimates, statements, and purchase orders
(forms can be customized in QuickBooks for
Mac)
• Multiuser data, account information for
users other than the administrator
• User passwords (QuickBooks for Mac
supports administrator password)
• Memorized reports
• Business planning, expert analysis, and
business optimization tools
• Customized price levels
• Integration with third party applications,
including Microsoft Word, Outlook, and
ACT!™
• Merchant account services
• Sales order and back order tracking
(available in Premier versions of QuickBooks
for Windows)
• Assembly items (available only in Premier
versions of QuickBooks for Windows) will be
converted into non-inventory part items
• Budgets created without an associated
account
• Transaction type “EFP payroll” (will convert
into a payroll liability check)
• Workers comp list
• Fixed asset item list
• Multiple “ship to” addresses, Preferred Send
method, and payment information for
Customer:Jobs
• User-added columns to lists
Exchanging your file with your accountant
Getting your file to your accountant is much the same as it was for you previously. You’ll save a file and get it to
your accountant. It’s called “round-tripping” which means your company file is going from the Mac to your
accountant’s Windows computer and back to your Mac.
In a nutshell, what you’ll do is save your company file as a Windows backup file (File > Back Up to QuickBooks
Windows). Then your accountant will open that file, do the work she needs to do, then save the file as a Mac file.
Then the accountant sends the file back to you and you open it on your Mac. That’s round-tripping.
Important: To round-trip your file, you and your accountant must be on the same version of QuickBooks. So if you
are using QuickBooks for Mac 2014, your accountant must be on some 2014 version of QuickBooks for Windows.
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