QB for MAC 2019 sharing with accountant

You are seeing it correctly. Different than in QB for PC where we can send an Accountant's Copy and keep working until the change file comes back, you can in fact, in QB2019 for Mac create a PC compatible QBB file to send to your accountant using any version of 2019 for PC. I have included a link to a users guide for  QB2019 for Mac. Accountant sharing instructions are on page 25

Thank you for responding so quickly.

That is great news.  It makes it easier for both platforms (Windows and MAC) to work together.  

Now the question is: Do I install the QBB from the 2015 QB Pro or do I download and use the QB Online file?

Elliot

Thank you....great information

You're welcome,  elazarus.

Visit us again in the Community if you have other questions.

I have Quickbooks 2015 PC version.... my client has the same version but for MAC.... how do I send an accountants copy that is in MAC so she can continue working with my updated information?

I'm here to share some information when sending an accountant's copy, Stusaltz.

When sending an accountant's copy in QuickBooks Desktop for Mac, your client has to convert their file to QuickBooks Desktop for Windows.

Just a heads up, you can only send an accountant's copy if both you and your client have the updated QuickBooks Desktop version. 

Afterward, let your client get their company file ready and convert it. You can share these steps with them:

1. Let them click the File menu.
2. Click Export and then select To QuickBooks for Windows.
3. If prompted, select Verify.
4. Name the file and then select Save.
5. Enter and confirm your password and select OK.
6. Select OK on the confirmation window.
7. Move the file to your Windows computer.
8. Restore the file in QuickBooks for Windows.

Once done, let your client convert the file back to QuickBooks Desktop for Mac.

Then, you're good to send the accountant's copy.

I've also added this article for more information about the QuickBooks Desktop Discontinuation Policy: QuickBooks Desktop Service Discontinuation Policy and Upgrade Information.

Feel free to get back to me if you need help. Take care!

I have a client that has the MAC version. she converts it to pc for me. I then do the bank recs for her

Problem     the recs do not go back to her.   any journal entries do and she see them. but my recs are not

there.  Is there a step or something one of us is missing

Let's check this one by one to make sure that your client receives the records that you sent, debkgreene.

You'll want to ensure that you have updated QuickBooks for Mac to the latest release before converting to Windows. Then, check the access that you have given to users. 

1. Select Company, then Users and Passwords.
   1. To add a user: Select the plus sign (+) then enter a username and password, then set the user permissions.
   2. To edit a user: Double-click the user name and make your changes.
   3. To delete a user: Select the user name, then select the minus sign (-).
2. When you’re done, close the Preferences window.

However, if you're client cannot still access the information, I recommend using the verify and rebuild tool to fix data issues.

For reference, you can also add and match bank transactions after they are downloaded in the bank feeds. 

Reach out to us if the steps above didn't work with your client. I'll be here to further assist you if you do have any other concerns.