Data structure when converting your QuickBooks for Windows file to QuickBooks Desktop for Mac
October 01, 201801:01 PM
October 01, 201801:01 PM - edited October 02, 201811:35 AM
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.
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)
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)
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
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
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.