Friday, July 22, 2011

Converting Windows file to a Mac file


So, you have purchased your first Mac computer. Congratulations! There is a learning curve to it (at least there was for me), but you will learn your Mac and learn to love it.  

Now, if you decided to use QuickBooks Mac program, I am afraid you will be disappointed in it.  It is not as user-friendly as the PC version.  Especially since it does not have the features of the Windows QuickBooks.  But it does work seamlessly on the Mac.  

So how do you move your company file from your old windows version to the Mac version?  Here are the steps:

1.  Open QuickBooks in your old Windows computer and go to file, utilities, copy company file for QuickBooks Mac.  Click to save it to a usb stick.














2.  Next open the Mac and download the new QuickBooks for Mac program.  Open the Mac and select to open a sample company (I used good old Larry's Landscaping):
3.  Now in the Sample file, go to file, restore and restore the backup on your usb.  Select a location that you want that file to be saved in (like Documents):


4.  You will see this screen next: 
5.  Click Continue and select a location for your company file:

6.  You will be required to enter your Admin password again:
7.  Once entered, your QuickBooks company file will be transformed to a Mac Company file:














Congratulations!  You now can work in the Mac program on your new Mac computer.

Courtesy of our colleague Lynda Artesani, Certified QuickBooks ProAdvisor in SW Florida

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