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How users and passwords work in QuickBooks Mac Desktop

There are 3 instances QuickBooks Mac Desktop would require you to enter a password:

  1. Permissions - replace the Admin and Data Entry passwords.
  2. Setting a Closing Date for your company file.
  3. Round trip - convert between QuickBooks Mac Desktop and QuickBooks Desktop for Windows.

Users and Passwords when upgrading from a prior version of QuickBooks Mac Desktop

  • A Migrated Administrator user is created when upgrading.
    The Owner password on the file is attached to the new Migrated Administrator user.
  • The Data Entry password is lost and a new user must be created.
  • The closing date password is transferred and it functions as it did in the prior versions.

Users and Passwords when converting a QuickBooks Desktop for Windows file to QuickBooks Mac Desktop

  • When converting from QuickBooks Desktop for Windows to QuickBooks Mac Desktop, the Admin password is migrated and attached to the created Migrated Administrator user.
  • The Round Trip password functions the same but it is already independent from the Admin password.
    In the event that a file gets updated after being converted, users need to enter their old Admin password to unlock the file.

Important: If the Admin password is lost or forgotten, contact technical support for assistance in password reset.