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Experienced Member

saving file from qb for mac 2019 to windows for my accountant. the save to windows that was in 2016 is no longer available in 2019

how do i save a file from qb for mac 2019 to windows for my accountant?

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QuickBooks Team

Re: saving file from qb for mac 2019 to windows for my accountant. the save to windows that was i...

Hello there, sparkyed.

 

I'm glad you came here for support. Let's get this taken care of.

 

Allow me to guide you through the steps on how to prepare save file from QuickBooks Desktop for Mac for your accountant.

Here's how:

  1. Open the company file you want to share.
  2. Choose File.
  3. Click Save File for Accountant.
  4. Click Verify (recommended) or Skip Verify.
  5. Once QuickBooks tells you that the verification is successful, name the converted file and navigate to
  6. where you want to save it.
  7. Click Save.
  8. Click OK.

Let me share this helpful guide to learn more about QuickBooks Desktop Mac (You can proceed to page 25 for the steps on how to save file for your accountant): file:///C:/Users/cm34684/AppData/Local/Temp/28/QuickBooks-for-Mac-2019-1809.pdf

 

This should help you from saving files for your accountant. Please let me know if you nee more help or questions about preparing accountant files. I'd be more than happy to help.

Experienced Member

Re: saving file from qb for mac 2019 to windows for my accountant. the save to windows that was i...

i have done that but my accountant can't open the file in their windows program. 2016 used to have an option to save to windows format that i gave my accountant

Moderator

Re: saving file from qb for mac 2019 to windows for my accountant. the save to windows that was i...

Hi sparkyed,

 

Allow me to chime in. I'm here to provide some information about the QuickBooks Desktop for Mac and Windows compatibility.

 

When saving the file for your accountant, we call this round-tripping. You and your accountant should be on the same version of QuickBooks so he/she can open your Mac file.

 

You can go to the link above provided by my colleague, Charies_M, to get the detailed information about QuickBooks compatibility.

 

That should do it. I'm confident that this will point you in the right direction. Let me know if you have further questions. I'm always glad to help.

Experienced Member

Re: saving file from qb for mac 2019 to windows for my accountant. the save to windows that was i...

so when my accountant tries to open the file they get 2 codes then it shuts their program down. the first is 31197 00540, the second is 06095 20391.  so qb for mac is not playing well with qb for windows. I would like to get my taxes done any thoughts 

Experienced Member

Re: saving file from qb for mac 2019 to windows for my accountant. the save to windows that was i...

so what are error codes 31197 00540 and 06095 20391 that prevent my accountant from opening the file?

QuickBooks Team

Re: saving file from qb for mac 2019 to windows for my accountant. the save to windows that was i...

Hello @sparkyed,

 

Currently, we have an on-going issue where users encounter an error when accessing their company files from QuickBooks Desktop for Mac to Windows.

 

Rest assured our engineers are all hands in working to fix this error.

 

In the meantime, you can tell your accountant to open your company file in an older version of QuickBooks Desktop for Windows and prepare your taxes from there.

 

In addition, the error codes you've mentioned are an unrecoverable errors. I've included an article you can read to learn more about this error: Convert a QuickBooks Mac File to QuickBooks Windows and Back Again.

 

Lastly, I suggest contacting our Customer Care Support. This way you'll be added to the list of affected users and will be notified via email if updates are available.

 

We thank you for your patience while we're working to fix this issue.