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CAJake
Level 1

Back up file for accountant

I have a MAC but my accountant uses Windows. How do I give him a backup file?

4 Comments 4
Ryan_M
Moderator

Back up file for accountant

Hi @CAJake,

 

I'm here to lend a hand and help you with your query about a backup copy in QuickBooks Desktop (QBDT) for Mac.

 

First, we'll need to create the backup file itself. 

 

Let me show you how:

  1. Go to the File menu.
  2. Select Back Up.
  3. Choose which folder you want to save the backup.
  4. Press Start Backup.

Once you have it ready, you'll need to contact our Technical Support team for further assistance. They can convert the backup file you have from a Mac file to a Windows-compatible file. 

 

Here's how:

  1. On your QuickBooks homepage, go to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Tap the Contact us button.

You can also refer to this article: Back up your QuickBooks Desktop for Mac company file. It contains steps on how you can schedule automatic backups for your company file. 

 

If you have other questions, post them in the comments below. I'll get back to you as soon as I can. 

CAJake
Level 1

Back up file for accountant

I'm using QuickBooks Desktop Mac 2020, but when I click on Help, I don't see Contact Us.  I ran a backup which created a file with .dmg extension.  How can I get Tech Support's help to convert it to a Windows compatible file?

 

Fiat Lux - ASIA
Level 15

Back up file for accountant

@CAJake 

You have to do a round-tripping, not create a backup file.

https://quickbooks.intuit.com/learn-support/en-us/update-products/convert-a-quickbooks-for-mac-file-...

 

Your accountant has to using QBD 2020 to open the file later. 

JamesDuanT
Moderator

Back up file for accountant

Thanks for getting back to us, CAJake.

 

The backup file created in QuickBooks Desktop for Mac is in a .DMG file format. This cannot be restored directly to QuickBooks Desktop. You can ask your accountant to do the following once they receive the file:

  1. Double-click the .DMG file.
  2. Drag the company file from the Open window to your Documents or other folders.
  3. Ask your accountant to open QuickBooks Desktop.
  4. Click File at the top menu and select Open or Restore company.
  5. From there, they can manually locate the file and restore it.

Meanwhile, you can follow these steps as another way to contact the support:

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select United States.
  3. Select QuickBooks Mac Desktop.
  4. Click Search for something else and enter your concern.
  5. Click Search.
  6. Select how you want to reach them and enter the necessary details.

Feel free to drop by again if you need anything else.

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