I have a client that wants to take over her bookkeeping and just purchased QuickBooks Desktop for Mac 2019. For desktop users, my firm currently uses QuickBooks Enterprise 2018 for Windows. I created a portable company file and sent it to the client via email, but they are telling me now that the password is not gaining them access to the file. I did not change the password and confirmed that it still allows me to access the Enterprise file on my server so I do not believe the password is the problem. Is there a specific process that has to be followed to create a portable company file specific for use with Mac's? Any advice would be helpful! Thanks in Advance!
You have reached the UK support team, I will transfer your post to the US team.
I can share some information you need when sending a portable company file to your client, Studlos03pc.
Before your client can restore the portable file, they need to convert the company file from QuickBooks for Windows into QuickBooks for Mac. However, you can only move company files from QuickBooks Desktop Pro or Premier.
Since you're using QuickBooks Enterprise version, I'd suggest contacting our Technical Support Team. They'll check what they can do to provide you with a better option or a workaround.
Visit the Community if you need anything else with restoring a portable company file.