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leeseinmt
Level 4

Convert to QB Desktop - Bulk Edit of Special Characters in Memo Field?

I need to convert QB for Mac company file to QB Desktop.  I've found the instructions to do that, but the instructions indicate the need to remove special characters (!#$@%^*) from the memo fields.

 

I have ~4000 transactions with special characters in the memo field.  Any ideas re: how to do a bulk edit of these transactions?

 

Thx in advance!

2 Comments 2
Mich_S
QuickBooks Team

Convert to QB Desktop - Bulk Edit of Special Characters in Memo Field?

I recognize the importance of being able to bulk edit the memo fields when getting your company file ready for import, @leeseinmt.

 

Currently, the option to batch edit memo fields in QuickBooks Desktop for MAC is unavailable. I suggest visiting Intuit Marketplace to check if there's a third-party application that has the feature.

 

Otherwise, you'll have to manually remove the special characters in each memo field. Here's how:

 

  1. Open the Reports menu and then click on Custom Transaction Detail Report.
  2. In the Dates drop-down menu, choose All Dates.
  3. Double-click a transaction with a memo to access it.
  4. Erase the special characters from the memo field and click on Save.
  5. Minimize the transaction.
  6. Repeat the steps for all other transactions.
  7. Re-sort your lists.
  8. Run verify and rebuild on your company file. Open the File menu and choose Utilities. Next, click Verify Data.

 

For more details about the conversion, see this: Convert a QuickBooks for Mac file to QuickBooks for Windows.

 

Keep us updated by leaving a reply to this thread. I'm always ready to assist if you need additional help about this matter or QuickBooks in general. Have a good one and take care!

IntuitBrooks
Level 9

Convert to QB Desktop - Bulk Edit of Special Characters in Memo Field?

I don't think it is really necessary.  Try it without editing and spot check some of the memos and see how they look. 

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