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rbryanh
Level 2

Converting from QuickBooks Online to QuickBooks Desktop Mac

Since no one enjoys an online rant, suffice it to say that having done so for a couple of years, I no longer want to be use Quickbooks Online.  

 

Has anyone had experience converting from QuickBooks Online to QuickBooks Desktop?  Or more specifically, Desktop Mac?  From what I'm reading, it's a nightmare.  That seems unconscionable of Inuit, but… <another rant omitted>.

 

I'd greatly appreciate any advice or comments on how to escape Quickbooks Online with my records intact.

2 Comments 2
ReymondO
Moderator

Converting from QuickBooks Online to QuickBooks Desktop Mac

Hi there, @rbryanh.

 

This isn't the kind of service we'd like you to experience in QuickBooks Online (QBO). That said, let me walk you through the steps on how to migrate your data from QBO to QBDT for Mac.

 

First, let's export your files from QBO to QBDT for Windows. Then, convert them to Mac so you can successfully move the file. Just make sure to take note of the following before taking this action:

 

  • You need to use a Windows computer with Internet Explorer 11 or higher when exporting your data file.
  • QuickBooks Desktop for Windows must be the same version or earlier than Mac. For example, if you are exporting to QuickBooks for Mac 2016, you need to use QuickBooks for Windows 2016 or earlier versions.
  • Make sure QBDT for Windows is updated to the latest release before converting the file to Mac.

 

Please refer to the Download a trial of QuickBooks Desktop link to get the version of QBDT you'll want to use. It provides license and product numbers you can enter upon installing the sample file.

 

Then, follow the steps below to move your data:

 

Step 1:Export your files from QBO to QBDT for Windows.

 

Step 2: Convert the Windows company file to Mac.

  1. Open the company file in QuickBooks Desktop for Windows.
  2. Re-sort lists.
  3. Rebuild and verify your data file.
  4. Go to the File menu, select Utilities, then Copy Company File for QuickBooks Desktop for Mac.
  5. Save the file in your desired location (this creates a file with the extension MAC.qbb)
  6. Copy the file to a DVD, external hard drive, flash drive, or FTP web site.
  7. Restore the file in QuickBooks Desktop for Mac.
           a. In the No Company Open window, select Browse.
           b. Locate the file you want to restore.
           c. If your QuickBooks Windows file is on an external drive, save it locally by dragging it to the desired location before restoring it to avoid data corruption.
           d. Click OK when you get the prompt asking if you want to restore a QBDT for Windows file.
           e. Enter a name for the restored file, then click Save.

 

For more info, please check out this article for complete guidelines: Convert a QuickBooks for Windows file to QuickBooks for Mac.

 

Please let me know if you need further help when converting your files. I'm always here to help. Have a nice day. 

Fiat Lux - ASIA
Level 15

Converting from QuickBooks Online to QuickBooks Desktop Mac

@rbryanh 

You may have 2 ways to convert data:

1. Install the trial version for QB Desktop Pro and Parallels to run on your Mac.

2. Ask your friends for help with QB Desktop Pro/Premier or purchase a third-party conversion service.

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