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Level 1

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020.  When I installed QB desktop for MAC 2020 only one of my two company files was imported.

Solved
Best answer 11-18-2019

Best Answers
Highlighted
Moderator

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Sending good vibes to you, hh603.

 

To import your company file from QuickBooks for Mac 2016 to 2020, you can create a backup copy of your data and restore it.

 

To create a backup of your company file, here's how:

 

  1. From the File menu, select Back Up. 
  2. On the following dialog window, select the folder where you want to store your backup file (.dmg). NOTE: It's a good idea to save backups somewhere other than your main local drive in case of a system failure. If you have a file hosting service (such as DropBox), flash drive or other removable media, you may want to select it here.
  3. When you have chosen, click Start Backup. The name of the backup will be your QuickBooks filename with the date and time the backup completed. You have the option to view the file in Finder.

After that, let's restore the company file:

 

  1. Double click the .dmg file. A new window opens the "Ghost" drive.
    Note: The "Ghost" drive displays the back up of your company file along with your attachments (if applicable).

    z.PNG

     

  2. Drag the company file (with .qbXXXX extension) to the folder where you want to store the company file.
  3. Drag the Attached Documents Library folder (if applicable) to the same folder as the QuickBooks company file.
  4. Click the copy of the company file saved on the desired location or go to File > Open Company.

Once the company file is restored, QuickBooks will ask you to update the file. Just click the Update button. The following articles are good references for importing and restoring company data:

 

For more QuickBooks concerns, don't hesitate to drop a reply below. Have a good one.

View solution in original post

9 Comments
Highlighted
Moderator

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Sending good vibes to you, hh603.

 

To import your company file from QuickBooks for Mac 2016 to 2020, you can create a backup copy of your data and restore it.

 

To create a backup of your company file, here's how:

 

  1. From the File menu, select Back Up. 
  2. On the following dialog window, select the folder where you want to store your backup file (.dmg). NOTE: It's a good idea to save backups somewhere other than your main local drive in case of a system failure. If you have a file hosting service (such as DropBox), flash drive or other removable media, you may want to select it here.
  3. When you have chosen, click Start Backup. The name of the backup will be your QuickBooks filename with the date and time the backup completed. You have the option to view the file in Finder.

After that, let's restore the company file:

 

  1. Double click the .dmg file. A new window opens the "Ghost" drive.
    Note: The "Ghost" drive displays the back up of your company file along with your attachments (if applicable).

    z.PNG

     

  2. Drag the company file (with .qbXXXX extension) to the folder where you want to store the company file.
  3. Drag the Attached Documents Library folder (if applicable) to the same folder as the QuickBooks company file.
  4. Click the copy of the company file saved on the desired location or go to File > Open Company.

Once the company file is restored, QuickBooks will ask you to update the file. Just click the Update button. The following articles are good references for importing and restoring company data:

 

For more QuickBooks concerns, don't hesitate to drop a reply below. Have a good one.

View solution in original post

Highlighted
Level 1

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Thank you for your wonderful help.  I successfully imported the company file to my QB for MAC 2020.  Your help was invaluable.

Highlighted
Moderator

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Hello, hh603.

 

I'm glad to hear you've successfully imported your company file. For tips and other resources, you can visit this article for further guidelines: https://qblittlesquare.com/2019/09/quickbooks-mac-2020-users-guide/.

 

 

I'll be more than willing to lend you a hand if you ever need assistance again in the future. You have a wonderful day.

Highlighted
Level 3

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Will the attachment library also transfer?

 

Is there anything else that I need to do when switching from 2016 to 2020?  

Highlighted
Moderator

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Hi there,  Electrician.

The attachment library will be carried if you'll switch to QuickBooks for Mac 2020 on the same computer. 

 

We have an article for more information about the QuickBooks Document Center: FAQs and common issues. Please click on the hyperlink. 

 

On another note, here's an article for you to learn more about the latest updates in QuickBooks for Mac 2020. Please check it out here.

 

Let us know if you have any questions about the Document Center. We are here to help. 

Highlighted
Level 3

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Thank you, I got it to work.  But now I have some questions.  However, I cant find any button or link to open a new topic.  I have been here for years, but things have changed and no matter where I look I can't find out how to start a new thread lol.  

 

I am wondering how to keep the toolbar open at all times.  I like to keep it in the corner of my screen, I have been doing that for years.  But now with QB 2020 as soon as I click to something else it disappears.  There is no option to leave it active always:

 

 

Highlighted
Moderator

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Hey there, @Electrician. Thanks for reaching back out.

 

No worries, I can help you find where to start a new thread. It may have moved a little since you last used it, but it's just a short trip. Click on the Start a discussion button in the top-right of any board. I've included an animation below showing you how to find the button.



 

On to your toolbar question, the ability to make the toolbar persistent hasn't been implemented yet. I'll be submitting your request to the Product Development Team. In the meantime, I recommend checking out our release notes for QuickBooks for Mac 2020 for information on the latest updates.

 

If you have any other QuickBooks questions, feel free to reach back out to me. Have a great day!

Highlighted
Level 3

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Thank you for the information.

 

As for the toolbar, having it stay open all the time was really great, I hope the development team puts that option back.  

 

EDIT:  This is actually really bad, much worse as I use it more.  I am trying to enter receipts for purchases as checks an credit card purchases and when I simply click a PDF window to bring it up into view the entire Quickbooks toolbar disappears.  I have to keep going down to the MAC Dock to re-open Quickbooks each and every time.  

Highlighted
QuickBooks Team

how do I import a company file from QB for MAC 2016 to QB desktop for MAC 2020

Hello, @Electrician.

 

I appreciate your attention to this matter. As mentioned by my colleague above, we have submitted your request to the Product Development Team. This way the suggestion could be considered in future updates. 

 

I recommend checking out our Firm of the Future blog to track updates in the product. 

 

Thank you for your feedback, as it helps us improve and grow. I hope you have a great rest of your day. Take care!

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