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Level 2

QB for MAC 2019 sharing with accountant

Hi,

 

I have been using QB 2015 Pro PC on Parallels on my MAC.  My accountant had told me a few years ago that she could not use the MAC QB file to work on.

 

January 1, 2019 I started with QB Online as per my accountants suggestion and I really don't like it.  It is missing so many things.  Tonight I was looking on the Intuit website and saw QB MAC 2019 and one of the new items said "Share data with your accountant or other Windows based users...

  1. QuickBooks Desktop Mac 2019 can exchange data with QuickBooks Pro, Premier and Premier Accountant Edition 2019 for Windows (U.S. versions between Mac and Windows)

I am hoping that I am reading this correctly that I can purchase QB MAC 2019 and send the QBB files to my accountant each month and be able to use the updated QBB file when she sends it back?

 

Please let me know if I am seeing this correctly.  This would be awesome.

 

Thank you

 

Elliot

Solved
Best answer January 28, 2019

Best Answers
QuickBooks Team

QB for MAC 2019 sharing with accountant

Hi there, Elliot. 

 

You might want to use the Desktop file. Your QBB file might have some information that is not in your QBO file such as reconciliation reports, audit trail, and recurring credit card charges. Also, you can't directly transfer QBO data to Mac without exporting the file first to Desktop. 

 

Please check out these links and articles for more details:

 

 

Let me know if you need more help while converting your file. The QuickBooks Team and the Community is always here to help.

View solution in original post

9 Comments
Community Champion

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

Level 2

QB for MAC 2019 sharing with accountant

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

QuickBooks Team

QB for MAC 2019 sharing with accountant

Hi there, Elliot. 

 

You might want to use the Desktop file. Your QBB file might have some information that is not in your QBO file such as reconciliation reports, audit trail, and recurring credit card charges. Also, you can't directly transfer QBO data to Mac without exporting the file first to Desktop. 

 

Please check out these links and articles for more details:

 

 

Let me know if you need more help while converting your file. The QuickBooks Team and the Community is always here to help.

View solution in original post

Level 2

QB for MAC 2019 sharing with accountant

Thank you....great information

QuickBooks Team

QB for MAC 2019 sharing with accountant

You're welcome,  elazarus.

 

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

Level 1

QB for MAC 2019 sharing with accountant

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?

Moderator

QB for MAC 2019 sharing with accountant

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!

Level 1

QB for MAC 2019 sharing with accountant

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

 

 

QuickBooks Team

QB for MAC 2019 sharing with accountant

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. 

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