QuickBooks
If you’ve been happily using QuickBooks for Windows to manage your small business—to prepare estimates and invoices, track bills, maintain lists of inventory and customers, and so on—there’s good news and bad news. The good news is that QuickBooks is available on the Mac, and the steps for transferring your company files aren’t difficult.
The bad news is that the transfer isn’t perfect. Along the way, you might lose your memorized transactions, custom report designs, and reconciliations. Note, too, that you may not be able to send an older Windows file (like QuickBooks 2007) to an older version on the Mac (like QuickBooks 2006).
It’s not especially hard; heck, there’s a File→Utilities→Copy Company File for QuickBooks Mac command right in QuickBooks for Windows. You can find the rest of the step-by-step instructions in two places:
Open the electronic Help for QuickBooks for Mac, and search for this topic: “Converting a QuickBooks file from Windows to Mac.”
Follow the do-it-yourself procedure described on Intuit’s Support web page (here’s a short link to it: http://j.mp/xS9PuS).
Get Switching to the Mac: The Missing Manual, El Capitan Edition now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
