Launch QuickBooks for Mac 2015 (if you haven’t already). Go to QuickBooks > Preferences. Choose Backup. Now you’ve got some options: Set QuickBooks to automatically back up the company file every few hours or once a day. Set QuickBooks to automatically back up every time you close your company file. Choose a place to put your backup files. Because QuickBooks for Mac does not have internal payroll, we suggest that you not do payroll in the QuickBooks for Windows version of the file. The subscription information, payroll settings and payroll data that you enter will be lost when the file is converted back to QuickBooks for Mac.
If you’ve switched from QuickBooks for Windows to QuickBooks for Mac, you’ve probably noticed some differences. QuickBooks for Mac is built as a Mac product from the ground up, so the interface elements will be familiar if you’ve used other Mac applications. If you’re used to using keyboard shortcuts, they will be different on the Mac.
Converting your file from Windows Want to switch from QuickBooks for Windows to QuickBooks for Mac? We’re glad you’re here. So you’re probably wondering if you can convert your QuickBooks for Windows company file into QuickBooks for Mac. The answer is: Yes! You can convert any company file from U.S. Versions of QuickBooks Simple Start, Pro, Premier, and Premier Accountant Edition 2009, 2010, and 2011 for Windows.
If you are using a QuickBooks for Windows version that is earlier than 2009, you can still open your file in QuickBooks for Mac. It’ll just be a couple of steps more. Before you start, be sure that you’re familiar with what data is converted from QuickBooks for Windows to QuickBooks for Mac. Note: If you don’t have access to QuickBooks for Windows to convert your file, we can help you. In QuickBooks, open the Welcome window (Help Welcome to QuickBooks) and click Switching to QuickBooks. On your Windows computer: 1.
In QuickBooks for Windows, open the company file you want to convert. Choose File Utilities Copy Company File for QuickBooks Mac. Follow the onscreen instructions. QuickBooks creates a Mac.qbb (backup) file. Copy the.qbb file to a CD or USB drive or some other media.
(Most Macs read and write data to and from PC-formatted media.) On your Mac: 1. In QuickBooks for Mac, choose File Open Company, select the.qbb file, and then click Open. Click OK when asked if you want to restore a QuickBooks for Windows file. Enter a name for the restored file, and then click Save. Depending on the size of your data file, the conversion process can take up to ten minutes.
When conversion is complete, QuickBooks opens the file. Got a QuickBooks mess? Call the QuickBooks Gal today at 775-348-9225! Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Recently, one of our Reno QuickBooks customers asked about 'unapplying' credits in QuickBooks.
While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills). So here is how it is done: For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the 'Apply Credits' button. In the lower half of the new window that pops up is a list of Previously Applied Credits.
Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice.
For Vendors, i.e. Bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then re-enter the credit. Welcome to another QuickBooks Gal Minute. I'm Jayne Miller, The QuickBooks Gal. Do you need to produce a report by Employee that lists only Employee Name and Wage Rate?In QuickBooks that's easy!
Here's how to modify a standard report to include the data you want to report. In the top tool bar, select ReportsSelect Employees & PayrollSelect Employee Contact List from the drop-down listOnce inside the report, select Modify Report in the report tool barIn the 'column' section, remove the check marks from the information choices you don't need.In the 'column' section, place a check mark next to 'Employee'In the 'column' section, place a check mark next to 'Earnings/1 Rate'This will customize the report to include only employee names & salary/wage amounts. As you explore the Modify window, you will find that there are many useful information options you can use to create really great custom reports.by the way, you can. Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Do you know the difference between a QuickBooks Back up (.qbb), QuickBooks Portable file (.qbm), Accountant's Copy (.qbx) and a QuickBooks Company file (.qbw)?
As a consultant & a bookkeeper, I am often asked what's the difference between these types of files. Many times a client will bring me their work along with what they think is a backup when, in fact, they have just copied the entire QuickBooks company file. Of course, I can't restore from that type of file, however I can drag & drop it into the proper directory on my computer in order to process their work. However, if they had just brought a backup or portable file, then I could have restored and worked just as easily and they would not risk their company file by copying it.I am always afraid that I might accidentally delete it, so I stay away from that option! Here's a comparison of thes.