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Data structure when converting your QuickBooks for Windows file to QuickBooks Desktop for Mac

 

You can convert any company file to a Mac version from a U.S. version of QuickBooks Pro, Premier, and Premier Accountant Edition for the same year as your version of QuickBooks for Mac or the two previous years. In other words, if you have QuickBooks for Mac 2019, you can convert your file from QuickBooks for Windows 2017, 2018, and 2019.

 

Before you start, be sure that you are familiar with what data is converted from QuickBooks for Windows to QuickBooks for Mac.

 


Data that is and is not converted from QuickBooks for Windows to QuickBooks for Mac

 

Although Intuit has used reasonable efforts to include all features affected, Intuit disclaims that all features are included in these lists. Be sure to compare the newly-converted data with the original data to learn what data was not converted.


 

 
Data that is converted from Windows to Mac

  • Account list (chart of accounts)
  • Customer list
  • Vendor list (notes will not be converted)
  • Item list
  • Payment terms list
  • Shipping via list
  • Customer type list
  • Vendor type list
  • Employee list (notes will not be converted)
  • To do list (alerts will not be converted)
  • Other names list (without notes)
  • Job types list
  • Payment method list
  • Customer message list
  • Classes
  • Reminders (alerts will not be converted)
  • Links between pay items and other items
  • Custom field definitions
  • Transactions and their links:
    • Invoices
    • Bills
    • Deposits
    • Payments
    • Transfers
  • Memorized transactions
  • Multiple estimates per job
  • All list reports
  • History of QuickBooks versions used with the data file
  • Transaction statistics
  • 1099 categories
  • Notes
  • Audit trail
  • Preferences
    • Company name and address
    • Which features are enabled
  • Time and activity records
  • Budgets
  • Reconcile
  • Address book data
  • Income and expense tracking by class (available in QuickBooks for Mac using Profit & Loss by Class reports)
  • Job costing data (available in QuickBooks for Mac using Job Profitability reports)
  • Vehicle list

 

 

 

Data that is not converted from Windows to Mac

 

Important: QuickBooks for Mac does not support multiple currencies. Since accounts and balances are affected by the multiple and home currency settings, these settings cannot be changed in QuickBooks for Windows once they have been set. If you have used multiple currencies in your Windows company file, you will not be able to convert your data for use in QuickBooks for Mac.

 

Some features and data will NOT be converted from Windows to Mac, including (but not necessarily limited to) the following:

  • Any data if you have used multiple currencies in QuickBooks for Windows.
  • Intuit integrated payroll and payroll list items (QuickBooks for Mac uses Intuit Online Payroll)
  • Online banking transactions that have not been accepted into a register (transactions that have been accepted will appear as payments, deposits, and transfers with associated links)
  • Online banking aliases
  • Customized settings for forms like invoices, estimates, statements, and purchase orders (forms can be customized in QuickBooks for Mac)
  • Multiuser data, such as usernames
  • User passwords (QuickBooks for Mac supports administrator password)
  • Memorized reports
  • Business planning, expert analysis, and business optimization tools
  • Customized price levels
  • Integration with third-party applications, including Microsoft Word, Outlook, and ACT!™
  • Merchant account services (you’ll need to set this up again in QuickBooks for Mac)
  • Sales order and back order tracking (available in Premier versions of QuickBooks for Windows)
  • Assembly items (available only in Premier versions of QuickBooks for Windows) will be converted into non-inventory part items
  • Budgets created without an associated account
  • Transaction type “EFP payroll” (will convert into a payroll liability check)
  • Workers comp list
  • Fixed asset item list
  • Multiple “ship to” addresses, Preferred Send method, and payment information for Customer:Jobs
  • User-added columns to lists

 


 

Unsupported reports

 

The following preset reports are currently not supported by QuickBooks for Mac 2019. You can, however, create many of these reports using the customization, filtering, and memorization features in QuickBooks for Mac.

  • Profit & Loss Unclassified
  • Open Purchase Orders by Job
  • Sales Tax Revenue Summary
  • Pending Builds
  • Income Tax Preparation
  • Profit & Loss Budget Performance
  • Fixed Asset Listing
  • Voided/Deleted Transactions (available in Premier versions of QuickBooks for Windows®)
  • Voided/Deleted Transactions History (available in Premier versions of QuickBooks for Windows®)
  • Closing Date Exception (available only in Premier versions of QuickBooks for Windows®)
  • Open Sales Orders by Customers (available in Premier versions of QuickBooks for Windows®)
  • Open Sales Orders by Item (available in Premier versions of QuickBooks for Windows®)
  • Adjusted Trial Balance (available in Premier versions of QuickBooks for Windows®)
  • Adjusting Journal Entries (available in Premier versions of QuickBooks for Windows®)
  • Forecast Overview (available in Premier versions of QuickBooks for Windows®)
  • Forecast vs. Actual (available in Premier versions of QuickBooks for Windows®)
  • All payroll and workers comp reports

Unsupported report filters

 

The following report filters are currently not supported by QuickBooks for Mac. The balances of memorized reports that were created using these filters will not match balances in the original data file.

  • Name Email
  • Paid Thru
  • Sales Tax Code
  • Template
  • Online Status
  • Printed Status
  • Voided
  • Workers Comp Code
  • Is Adjustment
Version history
Revision #:
19 of 19
Last update:
‎10-02-2018 11:35 AM
Updated by:
 
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Comments

support not answering the phone again 

I have a MacBook and have recently upgraded the operating system.  I have waited to do so because i was using quickbooks 2014 and didn't want to lose important information for the business.  I had no other choice but to update the OS so i can file taxes.  With that being said, I also purchased QB 2019 and have lost every document, invoice, customer, etc for the last 5 years.  This is information that we desperately need.  Is there any way to open this information or to convert it over to QB 2019?

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