QuickBooks Online “Recurring Transaction” do not convert to QuickBooks Desktop “Memorized transactions ” Shared reports and Automatic emailed reports will not be saved or converted, along with Location tracking, possible loss of apps.Ī simple answer is if you are converting a file with no inventory, no attached apps and no payroll your conversion is going to be smoother than a data file with a lot of pieces to convert, which is where the conversion can get tricky.įor a full list of limitations, click here. If either one is using OS X El Capitan or earlier, make sure that both are on the same network. If both computers are using macOS Sierra or later, place them near each other with Wi-Fi turned on. These QuickBooks file extension types are created when an accountant opens a qbx file. If your old Mac isn't using OS X Lion or later, and your new Mac isn't using OS X Mavericks or later, follow the Mountain Lion migration steps instead. When the backup is opened, it becomes an accountant’s copy file. The qbx is a portable company file you export and send to an accountant. If so, exporting the lists to excel, and them importing them into QuickBooks Desktop might be the simplest way to proceed.īefore choosing to convert, there are a couple of differences to monitor. The way the programs are written and structured are different, which, in turn, means there are areas where features or data will not transfer over. The qbx extension makes it easier when it comes to tax time. Most QuickBooks Online company files are simple files that only have one or two apps, which makes the conversion a few steps.īecause there are so many variances in a conversion, I'm going to focus on a typical QuickBooks Online data file, which you might want to note if you have a complex QuickBooks Online company or, if you only want to use parts of the QuickBooks Online data, such as customer, vendor and item lists.
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#Can i make a copy for mac 2015 with accountant 2015 how to#
This article covers how to convert, what to look out for and the expected results of the conversion. It’s not that converting a data file is hard – it’s just NEW to most of us. No matter the reason, sometimes it’s necessary to convert a QuickBooks Online company to QuickBooks Desktop.