Cross year/platform compability

Yes, it's correct that QuickBooks 2018 is no longer supported, RBulson.

Your accountant should also use QuickBooks 2019 or 2020 to prevent issues on the file. Once they have the latest QuickBooks version, you can start converting your file to Windows. 

Here's how:

Step 1: Update QuickBooks

Follow the steps to update QuickBooks for Mac to the latest release.

Step 2: Get your company file ready

Remove any memos longer than 50 characters or contain special characters like !@#$%^&*. Search for memos with special characters in them.

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

Step 3: Convert your company file

1. Open your company file as the admin.
2. Go to the File menu and select Export. Select To QuickBooks for Windows.
3. If you get a prompt to verify before you back up, select Verify.
4. Name the file and choose the folder to save it in. Then, select Save. Note: Make sure you don't add special characters in the file name.
5. Enter and confirm your password and select OK.
6. Select OK on the confirmation window.
7. Move the file to your Windows computer. Most people do this with a USB flash drive, cloud storage, or email if the file is small enough.
8. Restore the file in QuickBooks for Windows.

Once done, send your company file to your accountant so they can make changes. Please hold off on installing any QuickBooks updates until you get your file back.

Or avoid entering anything new while your accountant has your file. This way you don't lose any records when you get your file back.

When you receive the file, you can convert your file back to Mac when they're done.

Let me know if there's anything else you want me to do while you're working on your company file from QuickBooks for Mac. Just leave a comment below, and I'll get back to you.

@RBulson 

Ask your accountant to purchase QBD 2020 Pro or Premier. If he can't find it anywhere, ask him to contact us privately.