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Accountants copy from MAC to PC

If a client has QuickBooks for a MAC (they are purchasing QB this year, 2019), can they send an accountants copy to their CPA who has a PC? How good is the QB program for MAC?

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QuickBooks Team

Re: Accountants copy from MAC to PC

Hi there, @ CHMac.

 

You have to convert a company to windows version and send to the accountant. Let me show you how to do it.

 

Since there isn't an integrated way to send an accountant copy from QuickBooks Mac to QuickBooks for Windows, you'll need to convert your file.

 

You can follow these steps in converting:

  1. Update QuickBooks for Mac to the latest release.
  2. Open the file as the administrator.
  3. Go to the File menu, then select Export. Select To QuickBooks for Windows.
  4. If you are prompted to verify before backup, select Skip Verify.
  5. Select Save. (Make sure you don't add special characters in the file name.)
  6. Enter and confirm your password.
  7. Select OK on the confirmation window.
  8. Move the file to your Windows computer by using any storage device such as DVD, flash drive, etc.

For more information, you can read this article: Restore your file

 

Feel free to comment below if you have any other questions. Have a nice day!

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