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HarryH
Level 1

Convert a company file to QB for Mac, no Utilities facility

Hi. I'm using QB Desktop Premier Accountant Edition 2019 for Windows I want to convert a company file to QB for Mac. Under Utilities, there is NO facility to convert QBW to Mac. Please assist to convert

2 REPLIES 2
Chrea
Level 4

Convert a company file to QB for Mac, no Utilities facility

Are you using QB Desktop 2019 UK version or US version?

Rea_M
Moderator

Convert a company file to QB for Mac, no Utilities facility

The QuickBooks Desktop (QBDT) UK version has been discontinued, HarryH. Hence, you're unable to directly convert your company file to QuickBooks for Mac. I'm here to assist you in extracting your data from the system, allowing you to transfer it to a different financial management platform.

 

Since you want to move your file, you can either export it or utilize a conversion service from an outside company to help you do so. With that, if you opt to perform the first option, follow these steps:

 

  1. Backup your QuickBooks Desktop data.
  2. Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up.
  3. Download all your sales and purchase invoices.
  4. Download and save copies of all your bank statements.
  5. In your new accounting system, enter the opening balances into your chart of accounts and import your customer and supplier lists.
  6. Finally, re-create or import your open transactions and adjust your open balances accordingly.

 

For more details about viewing, downloading, and moving your QBDT data, please see this article (What's my next step? section): QuickBooks Desktop discontinuation support.

 

Moreover, you can save and download your QBDT data (reports) whenever necessary through our online tool. For detailed instructions on how to do this, check out this article: Access and view your QuickBooks Desktop reports online.

 

You can always let me know in the comments if you have any other concerns about handling your QBDT company file. We in the Community will get you covered.

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