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Level 1

QB Desktop VS QB for Mac

I am finding so many differences - not good ones - unless there are settings that I am missing!

 

When I send a statement for a single customer, how do I view the statement before emailing?

When I enter an expense, such as office supplies, it brings up the last time I entered office supplies and that amount.  NOT good for accounting!  This is a new expense and if I hit a wrong button without noticing, or hit the ‘enter’ key then it is recorded with the amount from the previous entry or without a note I wanted to make.  Then I have to go back into it and fix.  

I have never dealt with a program that brings up the last entry for that category!  How do I fix this??

 

In the receive payment screen, I enter the payment and record it.  The screen disappears and I have to hit the receive payment again to enter another one.  Some of the other screens, such as Statements, do not do this.  They stay open until I hit the X or cancel.  In the Windows version you can hit save and continue or save and exit.  Why so many differences?

 

The MAC version is not as user friendly as the Windows version.

What can I do?  

Solved
Best answer October 16, 2020

Best Answers
QuickBooks Team

QB Desktop VS QB for Mac

Thank you for the detailed information, @Melissalong03.

 

I can share with you some insights about QuickBooks Desktop (QBDT) for Windows and Mac. I can as well guide you on how to view your statements and how QBDT for Mac works with manually added transactions.

 

QBDT for Windows and Mac has almost similar features but with a different platform. You can check out these manual guides to be more familiar with these versions of QuickBooks:

 

On the other hand, yes, you can view your statements before emailing them to your customers. Here's how:

 

  1. Choose Customer, then Create Statements.
  2. Select an Accounts Receivable(A/R)t account for the statements you want to print.
  3. Fill the desired field from each window pop-up.
  4. Click Print to preview the statements. Once done, tap Email

About your expenses, the system automatically recalls the data of the previously entered transactions when the QuickFill transaction is enabled from Preferences. You can turn it off so QuickBooks won't memorize the past details.

 

  1. Go to the QuickBooks menu, then click Preferences.
  2. On the Preferences pane, select Data Entry.
  3. Disable the QuickFill transactions option.

Lastly, the Receive Payment screen won't disappear when recording payments in QBDT for Mac. You can perform the verify and rebuild process to identify and resolve the commonly known data issues within a company file.

 

  1. Go to the File menu.
  2. Click Utilities, then Verify Data (Rebuild Data).

As you continue working with QBDT for Mac, you as well open this link and search for the topic you need as your references: QuickBooks Desktop Mac 2020 User's Guide.

 

I'm here anytime to help if need further assistance. Feel free to add a comment below. Have a good day!

View solution in original post

Level 9

QB Desktop VS QB for Mac

Angelyn covered most of this but I'll add a bit:

Statements can generate multiple emails - one per customer. On the Mac side the emails are sent to your email program. By default this is Apple's Mail application but you can also set it in Preferences to be Outlook or to use QuickBooks to send the email.  If you use Apple Mail you'll see the emails in your Sent folder.  If you select "Save as Draft" the emails will appear on your screen and you can review them one by one and send them yourself. 

 

Bringing up the last transaction is the same on Windows and the Mac. Both have a preference to turn it off - you likely just had it off on Windows. 

 

All the Mac form windows have two buttons: Save and Cancel.  If you enter a new transaction and then hit save it will keep the window open for the next entry.  This is like "Save and Continue" on Windows. If you just edit a random existing payment Save will also close the window.  This is like "Save and Exit".  Cancel always closes the window without saving. 

 

You are accustomed to the Windows way with multiple buttons.  The multiple buttons are kind of strange on the Mac and a little overwhelming for new users.  But once you are accustomed to it the scheme works well.  You'll also notice on the Mac the list of previous transactions appears on the left side of the window and lets you filter what you see - this is similar to Next and Previous on the Windows version (but better in that you can filter it down, sort it, and use it to find things).

 

There's some adjustment with the UI but hopefully you'll find it works well once you are used to it.  

 

View solution in original post

2 Comments
QuickBooks Team

QB Desktop VS QB for Mac

Thank you for the detailed information, @Melissalong03.

 

I can share with you some insights about QuickBooks Desktop (QBDT) for Windows and Mac. I can as well guide you on how to view your statements and how QBDT for Mac works with manually added transactions.

 

QBDT for Windows and Mac has almost similar features but with a different platform. You can check out these manual guides to be more familiar with these versions of QuickBooks:

 

On the other hand, yes, you can view your statements before emailing them to your customers. Here's how:

 

  1. Choose Customer, then Create Statements.
  2. Select an Accounts Receivable(A/R)t account for the statements you want to print.
  3. Fill the desired field from each window pop-up.
  4. Click Print to preview the statements. Once done, tap Email

About your expenses, the system automatically recalls the data of the previously entered transactions when the QuickFill transaction is enabled from Preferences. You can turn it off so QuickBooks won't memorize the past details.

 

  1. Go to the QuickBooks menu, then click Preferences.
  2. On the Preferences pane, select Data Entry.
  3. Disable the QuickFill transactions option.

Lastly, the Receive Payment screen won't disappear when recording payments in QBDT for Mac. You can perform the verify and rebuild process to identify and resolve the commonly known data issues within a company file.

 

  1. Go to the File menu.
  2. Click Utilities, then Verify Data (Rebuild Data).

As you continue working with QBDT for Mac, you as well open this link and search for the topic you need as your references: QuickBooks Desktop Mac 2020 User's Guide.

 

I'm here anytime to help if need further assistance. Feel free to add a comment below. Have a good day!

View solution in original post

Level 9

QB Desktop VS QB for Mac

Angelyn covered most of this but I'll add a bit:

Statements can generate multiple emails - one per customer. On the Mac side the emails are sent to your email program. By default this is Apple's Mail application but you can also set it in Preferences to be Outlook or to use QuickBooks to send the email.  If you use Apple Mail you'll see the emails in your Sent folder.  If you select "Save as Draft" the emails will appear on your screen and you can review them one by one and send them yourself. 

 

Bringing up the last transaction is the same on Windows and the Mac. Both have a preference to turn it off - you likely just had it off on Windows. 

 

All the Mac form windows have two buttons: Save and Cancel.  If you enter a new transaction and then hit save it will keep the window open for the next entry.  This is like "Save and Continue" on Windows. If you just edit a random existing payment Save will also close the window.  This is like "Save and Exit".  Cancel always closes the window without saving. 

 

You are accustomed to the Windows way with multiple buttons.  The multiple buttons are kind of strange on the Mac and a little overwhelming for new users.  But once you are accustomed to it the scheme works well.  You'll also notice on the Mac the list of previous transactions appears on the left side of the window and lets you filter what you see - this is similar to Next and Previous on the Windows version (but better in that you can filter it down, sort it, and use it to find things).

 

There's some adjustment with the UI but hopefully you'll find it works well once you are used to it.  

 

View solution in original post

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