Mac to PC

Daniel Handwerger · ‎August 23, 2020

If I do a round-tripping from Mac to PC, but do not check for special characters (or memos of more than 50 characters) in the memos, what will be the result? Will this just result in those memos not rendering correctly - or will there be bigger problems?

Jovychris_A · ‎August 23, 2020

Thanks for your prompt response, @Daniel Handwerger.

Yes, you're correct. Your accountant will get a readable copy of the company file via an accountant's copy. It means, the transaction memo is safe, and your accountant can view it well.

You can check this article as your reference on how to create and send an accountant's copy: Create an Accountant's Copy of your Company file in QuickBooks Desktop. Included there is a link on how to remove the Accountant's Copy restrictions.

Additionally, reference this link as on how to exchange files with your accountant: QBDT for Mac 2020 User's Guide. There you can press Command + F and type "round-tripping" for the detailed steps on how to share the file.

For frequently asked questions, you can refer to this article to learn more: Accountant's File Transfer Service.

Feel free to place a comment if you need further assistance. I'm always around to help.

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JonpriL · ‎August 23, 2020

Hello @Daniel Handwerger,

You don't have to worry, memos of your transactions will be kept if full details as long you did not any information with it. For round-tripping transactions, I'd also suggest sending a copy of your company file to your accountant for additional guidance and professional assistance.

Lastly, here are articles you can read for ideas about account management while working with your business in QuickBooks: Help Articles for QuickBooks Desktop.

If there's anything else that I can help you with, let me know by leaving a comment. I'll be here to lend a hand.

Daniel Handwerger · ‎August 23, 2020

Just to be clear, you're saying my accountant will get a readable copy of my company file - the only thing he may have trouble reading are those memos with special characters or more than 50 characters. Is this correct?

Jovychris_A · ‎August 23, 2020

Thanks for your prompt response, @Daniel Handwerger.

Yes, you're correct. Your accountant will get a readable copy of the company file via an accountant's copy. It means, the transaction memo is safe, and your accountant can view it well.

You can check this article as your reference on how to create and send an accountant's copy: Create an Accountant's Copy of your Company file in QuickBooks Desktop. Included there is a link on how to remove the Accountant's Copy restrictions.

Additionally, reference this link as on how to exchange files with your accountant: QBDT for Mac 2020 User's Guide. There you can press Command + F and type "round-tripping" for the detailed steps on how to share the file.

For frequently asked questions, you can refer to this article to learn more: Accountant's File Transfer Service.

Feel free to place a comment if you need further assistance. I'm always around to help.

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