#Quickbooks 2015 for mac upload ofx file how to
#Quickbooks 2015 for mac upload ofx file windows

Voided/Deleted Transactions (available in Premier versions of QuickBooks for Windows®).

You can, however, create many of these reports using the customization, filtering, and memorization features in QuickBooks Desktop Mac. The following preset reports are currently not supported by QuickBooks Accounting 2015 for Mac.

Multiple “ship to” addresses, Preferred Send method, and payment information for Customer:Jobs.

Transaction type “EFP payroll” (will convert into a payroll liability check).Budgets created without an associated account.Assembly items (available only in Premier versions of QuickBooks for Windows) will be converted into non-inventory part items.Sales order and back order tracking (available in Premier versions of QuickBooks for Windows).Merchant account services (you’ll need to set this up again in QuickBooks Desktop Mac).Integration with third party applications, including Microsoft Word, Outlook, and ACT!™.Business planning, expert analysis, and business optimization tools.User passwords (QuickBooks Desktop Mac supports administrator password).Customized settings for forms like invoices, estimates, statements, and purchase orders (forms can be customized in QuickBooks Desktop Mac).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).Intuit integrated payroll and payroll list items (QuickBooks Desktop Mac uses Intuit Online Payroll).Any data if you have used multiple currency in QuickBooks for Windows.

#Quickbooks 2015 for mac upload ofx file windows

Some features and data will NOT be converted from Windows to Mac, including (but not necessarily limited to) the following: If you have used multiple currencies in your Windows company file, you will not be able to convert your data for use in QuickBooks Desktop Mac. 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. Important: QuickBooks Desktop Mac does not support multiple currencies. Reminders (alerts will not be converted)ĭata that ISN’T converted from Windows to Mac.To do list (alerts will not be converted).Vendor list (notes will not be converted).Links between pay items and other items.Job costing data (available in QuickBooks Desktop Mac using Job Profitability reports).

Income and expense tracking by class (available in QuickBooks Desktop Mac using Profit & Loss by Class reports).History of QuickBooks versions used with the data file.Employee list (notes will not be converted).Data that IS converted from Windows to Mac Be sure to compare the newly-converted data with the original data to learn what data was not converted. Data that is and isn’t converted from QuickBooks for Windows to QuickBooks Desktop MacĪlthough Intuit has used reasonable efforts to include all features affected, Intuit disclaims that all features are included in these lists. When conversion is complete, QuickBooks opens the file. Enter a name for the restored file, and then click Save.ĭepending on the size of your data file, the conversion process can take up to ten minutes.Click OK on when asked if you want to restore a QuickBooks for Windows file.In QuickBooks Desktop Mac, choose File > Open Company, select the MAC.qbb file, and then click Open.(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. qbb file to a CD or USB drive or some other media. QuickBooks creates a MAC.qbb (backup) file. Choose File > Utilities > Copy Company File for QuickBooks Desktop Mac.In QuickBooks for Windows, open the company file you want to convert.QuickBooks Enterprise files will not convert.īefore you start, be sure that you’re familiar with what data is convert from QuickBooks for Windows to QuickBooks Desktop Mac. QuickBooks for Windows files from 2010 to 2012 should convert as well, but are not officially supported.

#Quickbooks 2015 for mac upload ofx file how to

An article on our support site explains exactly how to do this. If you are using a QuickBooks for Windows version that is earlier than 2009, you can still open your file in QuickBooks Desktop Mac. So if you have QuickBooks Desktop Mac 2020, you can convert your file from QuickBooks for Windows 2018, 2019, and 2020. versions of QuickBooks Simple Start, Pro, Premier, and Premier Accountant Edition for the same year as your version of QuickBooks Desktop Mac or the two previous years. You can convert any company file to a Mac version from a U.S. You’re probably wondering if you can convert your QuickBooks for Windows company file into QuickBooks Desktop Mac. So you’re switching from QuickBooks for Windows to QuickBooks Desktop Mac.