Dec 10, 2018 - QuickBooks for Mac 2016 R5 or earlier- Mac OS 10.10.2 (Yosemite), Mac. Requires Apple Numbers '09; Microsoft Excel 2008 or 2011 for Mac. If you want to convert your Quickbooks Enterprise file to Quickbooks for Mac, look. Enterprise 1.0 - 5.0 data files to Quickbooks for Mac 2006, 2007, 2008, 2009,.
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 to a Mac version from a U.S. versions of QuickBooks Simple Start, Pro, Premier, and Premier Accountant Edition for the same year as your version of QuickBooks for Mac or the two previous years. So if you have QuickBooks for Mac 2015, you can convert your file from QuickBooks for Windows 2013, 2014, and 2015.
If you are using a QuickBooks for Windows version that is earlier than 2009, 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. QuickBooks for Windows files from 2010 to 2012 should convert as well, but are not officially supported. QuickBooks Enterprise files will not convert.
Before you start, be sure that you’re familiar with what data is convert from QuickBooks for Windows to QuickBooks for Mac.
On your Windows computer
In QuickBooks for Windows, open the company file you want to convert.
Choose File > Utilities > Copy Company File for QuickBooks Mac. Follow the onscreen instructions. QuickBooks creates a Mac .qbb (backup) file.
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.) You can also use a network or file sharing service, such as Dropbox, to transfer the file.
On your Mac
Copy the .qbb file to your Documents folder.
In QuickBooks for Mac, choose File > Open Company, select the .qbb file, and then click Open.
Click OK on when asked if you want to restore a QuickBooks for Windows file.
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.
Data that is and isn’t converted from QuickBooks for Windows 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
1099 categories
Account list (chart of accounts)
Admin password
All list reports
Audit trail
Budgets
Classes
Contacts data
Custom field definitions
Customer message list
Customer type list
Employee list (notes will not be converted)
History of QuickBooks versions used with the data file
Income and expense tracking by class (available in QuickBooks for Mac using Profit & Loss by Class reports)
Item list
Job costing data (available in QuickBooks Desktop Mac using Job Profitability reports)
Job types list
Links between pay items and other items
Memorized transactions
Multiple estimates per job
Notes
Other names list (without notes)
Payment method list
Payment terms list
Vendor list (notes will not be converted)
Shipping via list
Vendor type list
To do list (alerts will not be converted)
Preferences
Company name and address
Which features are enabled
Reminders (alerts will not be converted)
Shipping via list
Time and activity records
To do list (alerts will not be converted)
Transaction statistics
Transactions and their links:
Payments
Transfers
Vehicle list
Vendor list (notes will not be converted)
Vendor type list
Data that ISN’T converted from Windows to Mac
Important: QuickBooks for Mac 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:
Any data if you have used multiple currency in QuickBooks for Windows.
Intuit integrated payroll and payroll list items (QuickBooks for Mac uses Intuit Online Payroll)
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, such as usernames
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 (you’ll need to set this up again in QuickBooks for Mac)
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
Unsupported reports
The following preset reports are currently not supported by QuickBooks Accounting 2015 for Mac. You can, however, create many of these reports using the customization, filtering, and memorization features in QuickBooks for Mac.
Profit & Loss Unclassified
Open Purchase Orders by Job
Sales Tax Revenue Summary
Pending Builds
Income Tax Preparation
Profit & Loss Budget Performance
Fixed Asset Listing
Voided/Deleted Transactions (available in Premier versions of QuickBooks for Windows®)
Voided/Deleted Transactions History (available in Premier versions of QuickBooks for Windows®)
Closing Date Exception (available only in Premier versions of QuickBooks for Windows®)
Open Sales Orders by Customers (available in Premier versions of QuickBooks for Windows®)
Open Sales Orders by Item (available in Premier versions of QuickBooks for Windows®)
Adjusted Trial Balance (available in Premier versions of QuickBooks for Windows®)
Adjusting Journal Entries (available in Premier versions of QuickBooks for Windows®)
Forecast Overview (available in Premier versions of QuickBooks for Windows®)
Forecast vs. Actual (available in Premier versions of QuickBooks for Windows®)
All payroll and workers comp reports
Unsupported report filters
The following report filters are currently not supported by QuickBooks for Mac. The balances of memorized reports that were created using these filters will not match balances in the original data file.
Name Email
Paid Thru
Sales Tax Code
Template
Online Status
Printed Status
Voided
Workers Comp Code
Is Adjustment
QuickBooks
Developer(s)
Intuit Inc.[1]
Stable release
Operating system
Microsoft Windows[1] macOS (USA only)
Type
Accounting software
License
Proprietary
Website
quickbooks.intuit.com
QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
1History
3Features
History[edit]
Intuit was founded in 1983 by Scott Cook and Tom Proulx in Mountain View, California, USA. After the success of Quicken for individual financial management, the company developed similar services for small business owners.
Initial release[edit]
The initial Quicken software did not function as a 'double-entry' accounting package. The initial release of QuickBooks was the DOS version that was based on the Quicken codebase. The Windows and Mac versions shared a different codebase that was based on In-House Accountant, which Intuit had acquired. The software was popular among small business owners who had no formal accounting training. As such, the software soon claimed up to 85 percent of the small business accounting software market. It continues to command the vast majority of this market.[2] Professional accountants, however, were not satisfied with early versions of the system, citing poor security controls, such as no audit trail, as well as non-conformity with traditional accounting standards.
Subsequent releases[edit]
Intuit sought to bridge the gap with these accounting professionals, eventually providing full audit trail capabilities, double-entry accounting functions and increased functions. By 2000, Intuit had developed Basic and Pro versions of the software and, in 2003, started offering industry-specific versions, with workflow processes and reports designed for each of these business types along with terminology associated with the trades.
Options now include versions for manufacturers, wholesalers, professional service firms, contractors, non-profit entities[3] and retailers, in addition to one specifically designed for professional accounting firms who service multiple small business clients. In May 2002 Intuit launched QuickBooks Enterprise Solutions for medium-sized businesses.
In September 2005, QuickBooks had 74% of the market in the US.[4] A June 19, 2008 Intuit Press Release said that as of March 2008, QuickBooks' share of retail units in the business accounting category reached 94.2 percent, according to NPD Group. It also says that more than 50,000 accountants, CPAs and independent business consultants are members of the QuickBooks ProAdvisor program.[5] By then Brad Smith was the new CEO, though former CEO Steve Bennett had nearly tripled Intuit revenue and quadrupled earnings in eight years.[6]
On September 22, 2014, Intuit announced the release of QuickBooks 2015 with features that users have been requesting from the past versions. Improved income tracker, pinned notes, improved registration process and insights on homepage are some of the general changes for all versions of QuickBooks 2015.[7]
In September 2015, Intuit released QuickBooks 2016 that contains several improvements to the existing ones and new features such as batch transaction, bill tracking, continuous feed label printer support, batch delete/void transactions etc.[8]
In September 2016, Intuit released QuickBooks 2017 with several improvements like automated reports, smart search and improved viewing of report filters among other things.[9]
International versions[edit]
Versions of this product are available in many different markets. Intuit's Canadian, British and Australian divisions offer versions of QuickBooks that support the unique tax calculation needs of each region, such as Canada's GST, HST or PST sales tax, VAT for the United Kingdom edition and Australia's GST[10] sales tax. The QuickBooks UK edition also includes support for Irish and South African VAT. QuickBooks Enterprise was withdrawn from the UKI market in 2014.
QuickBooks Desktop is only available on a rental / subscription basis for users in UK and Ireland.
The Mac (OSX) version is available only in the United States.
Features[edit]
Intuit has integrated several web-based features into QuickBooks, including remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration with Google Maps, marketing options through Google, and improved e-mail functionality through Microsoft Outlook and Outlook Express. For the 2008 version, the company has also added import from Excelspreadsheets, additional employee time tracking options, pre-authorization of electronic funds and new Help functions. In June 2007, Intuit announced that QuickBooks Enterprise Solutions would run on Linux servers, whereas previously it required a Windows server to run.[11]
QuickBooks Online[edit]
Intuit also offers a cloud service called QuickBooks Online (QBO). The user pays a monthly subscription fee rather than an upfront fee and accesses the software exclusively through a secure logon via a Web browser. Intuit provides patches, and regularly upgrades the software automatically, but also includes pop-up ads within the application for additional paid services.
As of May 2014, QuickBooks Online had the most subscribers for an online accounting platform, with 624,000 subscribers.[12] compared to Xero, which reported 284,000 customers as of July 2014.[13]
The cloud version is a distinct product from the desktop version of QuickBooks, and has many features that work differently than they do in desktop versions.[14]
In 2013, Intuit announced that it had rebuilt QuickBooks Online 'from the ground up' with a platform that allows third parties to create small business applications and gives customers the ability to customize the online version of QuickBooks.[15]
QuickBooks Online is supported on Chrome, Firefox, Internet Explorer 10, Safari 6.1, and also accessible via Chrome on Android and Safari on iOS 7.[16][17] One may also access QuickBooks Online via an iPhone, a BlackBerry, and an Android web app.[18][19]
In 2011, Intuit introduced a UK-specific version of QuickBooks Online to address the specific VAT and European tax system. There are also versions customized for the Canadian, Indian, and Australian markets, as well as a global version that can be customized by the user.[20]
Quickbooks Online offers integration with other third-party software and financial services, such as banks, payroll companies, and expense management software.[citation needed]
QuickBooks Point of Sale[edit]
QuickBooks Point of Sale is software that replaces a retailer's cash register, tracks its inventory, sales, and customer information, and provides reports for managing its business and serving its customers.
Add-on programs[edit]
Through the Solutions Marketplace, Intuit encouraged third-party software developers to create programs that fill niche areas for specific industries and integrate with QuickBooks. Intuit partnered with Lighter Capital to create a $15 million fund for developers designing apps for Intuit Quickbooks.[21] The Intuit Developer Network provides marketing and technical resources, including software development kits (SDKs).
Intuit's Lacerte and ProLine tax preparation software for professional accountants who prepare tax returns for a living integrates with QuickBooks in this way. Microsoft Office also integrates with QuickBooks.
Criticism[edit]
As of November 2014, users of QuickBooks for OSX have reported compatibility issues with Apple's new operating system, OS X Yosemite.[22]
See also[edit]
References[edit]
^ abElsa Wenzel. 'QuickBooks 2008 Pro Specs'. CNET. Retrieved May 17, 2008.
^'USA TODAY Education - Careers TODAY'. USA Today. Retrieved October 31, 2013.
^'Nonprofit accounting software from QuickBooks'. Quickbooks.intuit.com. December 3, 2012. Retrieved October 31, 2013.
^'How To Face Off Against Microsoft'. Businessweek. September 4, 2005. Retrieved October 31, 2013.
^'Intuit Hits 50,000-member Milestone With QuickBooks ProAdvisor Program'. Intuit.com (Press release). June 19, 2008. Retrieved October 31, 2013.
^'Intuit Announces CEO Succession - Brad Smith'. Intuit.com (Press release). August 22, 2007. Retrieved October 31, 2013.
^'Intuit Releases QuickBooks 2015 – What You Need To Know?'. Ace Cloud Hosting. September 12, 2014.
^'QuickBooks Comes To iPhone, BlackBerry - Personal Tech - Smart Phones'. Informationweek.com. August 26, 2008. Retrieved October 31, 2013.
^'Calling all Android users! | QuickBooks Online Blog'. Blog.quickbooksonline.com. February 5, 2010. Retrieved October 31, 2013.
^Howlett, Den. 'Intuit Q3 FY2016 provides important insights about SMBs and the cloud'. Diginomica. Retrieved September 3, 2016.
^'Lighter Capital Announces New $15 Million Fund to Help Developers Grow Apps Designed for Intuit QuickBooks Platform'. Intuit. Retrieved January 24, 2019.
^''Intuit community' Is an update to QuickBooks Mac 2014 Planned for Yosemite compatibility?'.
External links[edit]
Official website
Retrieved from 'https://en.wikipedia.org/w/index.php?title=QuickBooks&oldid=931930866'