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bkforrester
Level 1

Upgrading

Currently running 2014 Pro for Windows.  Just purchased 2021 Pro for Mac.  I want to export the Windows data to import into the Mac 2021 version.  It is my understanding that the Windows version can't be more than two versions older than the Mac version.  Is this true? 

Solved
Best answer June 03, 2021

Best Answers
katherinejoyceO
QuickBooks Team

Upgrading

Hello there, @bkforrester

 

It's great to see your first post here in the Community. While you can transfer a QuickBooks for Windows 2014 to the newest version of QuickBooks for Mac, you can expect better results when transferring using the same version year on both copies.  

 

You can upgrade your QuickBooks from 2014 Pro to 2021 Pro. You'll want to install the trial license of Pro 2021, then update your company file. 

 

Then, you can follow the steps to move your QuickBooks for Windows files to QuickBooks for Mac in this help article: Convert a QuickBooks for Windows file to QuickBooks for Mac.

 

Let me know how these steps work for you. I'm always around to help you some more if you have other questions about converting and importing QuickBooks company files. 

View solution in original post

3 Comments 3
katherinejoyceO
QuickBooks Team

Upgrading

Hello there, @bkforrester

 

It's great to see your first post here in the Community. While you can transfer a QuickBooks for Windows 2014 to the newest version of QuickBooks for Mac, you can expect better results when transferring using the same version year on both copies.  

 

You can upgrade your QuickBooks from 2014 Pro to 2021 Pro. You'll want to install the trial license of Pro 2021, then update your company file. 

 

Then, you can follow the steps to move your QuickBooks for Windows files to QuickBooks for Mac in this help article: Convert a QuickBooks for Windows file to QuickBooks for Mac.

 

Let me know how these steps work for you. I'm always around to help you some more if you have other questions about converting and importing QuickBooks company files. 

View solution in original post

Fiat Lux - ASIA
Level 15

Upgrading

@bkforrester 

Utilize the trial license of QBD 2021 Pro to upgrade your current file, then convert it to for QBD 2021 Mac.

bkforrester
Level 1

Upgrading

That was awesome!  Spent so much time spinning my wheels with the QB chat.  Should have come here first.  Thanks for the solution!

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