Converting a File from QuickBooks for Mac to QuickBooks for Windows. Because QuickBooks for Windows and QuickBooks for Mac use different types of databases, there is not an Accountant's Copy feature available in the Mac version of QuickBooks. I Am Using QBDT for PC, Shall I Switch? If you have the Premier or the Pro version of QBDT, then you can still switch to QuickBooks for Mac. But if you are using QuickBooks Enterprise, then forget about QuickBooks for Mac, it is a total downgrade.
As fall of 2017 approaches, it is important to be reminded of Intuit’s software and support options. Typically Intuit releases new versions of QuickBooks Pro, Premier, Mac and Enterprise Solutions in the fall of each year. However last year was the first year that Intuit did not release an updated Mac version (QB for Mac 2016 is the last version available). Intuit will no longer produce the Mac version and is banking on Mac users to use their QuickBooks Online products instead. Here are answers to some frequently asked questions regarding software versions and support: 1) Can I still use the Mac version I have? Until your operating system no longer supports the software, the Mac version is fine.
However, if you have been using the Bank Feed option to import bank and credit card activity, that feature will no longer be supported once the three-year window closes. In other words, if you have Mac 2016 the bank activity download feature will expire in 2019. This is also true of any other add-on features like payroll and merchant services. 2) Do I have to upgrade my QuickBooks PC version each year? Support from Intuit is available for three concurrent year versions. Currently, Intuit will answer questions regarding PC versions 2015, 2016 and 2017. Bank feed, payroll, and merchant service add-ons will work with all these versions.
3) What if I don’t use Intuit tech support or add-on features? You may continue to use your QuickBooks PC version as long as the operating system you have supports it. If your computer crashes and your new PC has an operating system (Windows 10, etc.) that does not support your version of QuickBooks you will be forced to upgrade to a new version. 4) Can I buy an additional user license for 2015, 2016 or 2017? Oddly enough, Intuit will let you purchase an additional user license for 2016 and 2017 only. They do not sell licenses for the oldest of the three concurrent versions.
5) What is QuickBooks “Pro Plus”? Intuit’s desire for monthly income has encompassed not only their online software but their PC products as well.
Intuit encourages their sales team to sell “Pro Plus” and “Premier Plus” versions. These are monthly subscriptions (rental) of the software that include online backups and tech support. The advantage is you get the latest releases as part of the deal. The disadvantage is that you do not own the software outright so if you wished to end your monthly “rental”, you would still pay full price for the complete software download. QuickBooks Enterprise Solutions – Intuit’s mid-range package – is now only sold as a monthly subscription. 6) What can I do if my office has both Macs and PCs?
If you have both Macs and PCs you have two options. You can run the PC version on the Mac using a third-party software like “Parallels”. That way both PCs and Macs can share the same data file. Or you can consider paying to have your software hosted.
We like Harbour Cloud, but there is also RightNetworks and many local IT solutions. This eliminates the need to have to buy an expensive server machine to have in-house. It allows everyone to access the software via the Internet: the hosted site holds the software and the data.
7) Can I share my QuickBooks data file with other users? If you want to access your computer’s entire drive remotely (or have someone else do so), gotomypc.com and logmein.com are great options. The disadvantage is that the remote user takes over your keyboard so you are left on the sidelines while they are using your computer. There is also a wonderful program similar to “DropBox” called “QBox” by Coral Tree that shares the QuickBooks data file ONLY leaving you free to do all other tasks on your computer. Unlike DropBox, the data file is locked correctly when another user is making changes to the data.
When the user leaves QuickBooks, the data is synched with all shared users. QBox only works on PCs and requires the remote user to have the same version of QuickBooks installed locally on their computer (just like if you were to share a Word or Excel document you would need to own Microsoft products). Best practice, no matter what version you are using, is to set up usernames and passwords for each user accessing your data file. This way the audit trail becomes a helpful tool in determining who did what when. It also allows you to limited access for the different users, keeping sensitive financial information private.
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If this is your first look at the new you’re likely to think it represents little more than a change of paint on an app that is substantially the same as its predecessor. While that’s not entirely true, it’s also not too far from wrong. But QuickBooks’ new paint job isn’t the only thing that’s changed about the app. QuickBooks for Mac offers a number of small new improvements that should help enhance the application’s value and give you a better clue as to how your business is doing. QuickBooks for Mac's new income tracker provides an excellent overview of your business' financial health. I know the question you’re going to ask first and the answer is, “no.” There is no file level compatibility between the Mac and Windows versions of QuickBooks and, after asking this question of Intuit for more years than I care to count, I’ll be surprised if the answer will ever be, “yes.” That said, Intuit has made it easier to send data to and update data from your accountant.
Earlier versions of the app required that you use QuickBooks’ Roundtrip feature to create a backup of your Mac data file that could be restored in the Windows version of QuickBooks. Unfortunately, while your accountant worked on your file you couldn’t make any changes to the data on your Mac.
Now QuickBooks for Mac allows you to import journal entries, which is essentially the debit and credit information for every transaction you create. This lets your accountant make changes to your data while you continue using QuickBooks. When your accountant is done updating your data you simply import the journal information. While this new feature makes having your accountant update your company data far less onerous than the roundtrip method, finding information on how to perform the task was challenging and, in the end, requires that your accountant own a copy of QuickBooks for Accounts.
QuickBooks for Mac’s Home Page is a flowchart interface that has been around for some time now. While it has a new, lighter color, the tools it offers are exactly the same as what you’ll find in the last few versions of the app. But there is now a new Snapshot feature that is part of the Home Page that I found to be quite useful. The Snapshot aggregates all your company information in a single view, giving you a clear overview of your business’ current financial health.
A small, colored header at the top of the Snapshot displays a list of your current open estimates, un-billed time, open invoices, overdue invoices, and info on invoices that have been paid in the last 90 days. Below this bar appear graphs and other detail information about your account balances, income and expense breakdowns, accounts payable and year-over-year income and expenses comparisons. Double-click any Snapshot item and you drill down into the data driving the information you see. Some text in some of QuickBooks for Mac's graphs isn't as clear as it should be. While I found the Snapshot extremely useful—I often find myself using QuickBooks Online’s version of the same feature—I’m not happy with some of the design decisions made for the tool.
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For example, because of small text size and a mottled background, text used in the graphs appears to be blurred. One other new feature I found useful in QuickBooks for Mac is a tool called Set Up and Go, which provides helpful video overviews of how to get started with QuickBooks’ most-used features.
Bottom line As has been the case for the last several years, there’s not too much that’s too different about the latest version of QuickBooks for Mac, which isn’t necessarily a bad thing. QuickBooks remains a solid business accounting application that will help you keep an eye on your business. Nope, there’s still no cross platform compatibility with the Windows version of the app, so if that’s something you need you’ll need to look elsewhere for your accounting needs.
Otherwise, QuickBooks for Mac 2014 should help your business stay on solid financial ground.