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Level 1

Sharing Data Set from Mac Desktop 2020 With PC Accountant

I use Quick Books for Mac Desktop 2020. My long-time accountant uses some flavor of QB for PC. What I'd like to do is send my accountant my entire data set---- have him make some revisions to the data set---- Send me back the data set, and I reinstall it on my 2020 Mac Desktop. Is this possible?

If so, what is the recommended procedure, and any best practices.

Thanks!

Solved
Best answer February 20, 2020

Best Answers
Highlighted
Level 12

Sharing Data Set from Mac Desktop 2020 With PC Accountant

Do a round-tripping

https://quickbooks.intuit.com/learn-support/en-us/update-products/convert-a-quickbooks-for-mac-file-...

 

There are other options if you want to keep working on your file and you don't mind to pay the cost.

 

Hope it helps

View solution in original post

1 Comment 1
Highlighted
Level 12

Sharing Data Set from Mac Desktop 2020 With PC Accountant

Do a round-tripping

https://quickbooks.intuit.com/learn-support/en-us/update-products/convert-a-quickbooks-for-mac-file-...

 

There are other options if you want to keep working on your file and you don't mind to pay the cost.

 

Hope it helps

View solution in original post

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