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Mac Quickbooks Export & Accountant Transfer

The US government is announcing numerous endeavors to provide relief from the effects of the Coronavirus pandemic. As tax and business announcements become codified we will post them.<
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As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
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If you do not have a personal portal setup please use: Document Upload<

Converting the Mac OS X QuickBooks file:<

Typically, we ask that clients send us an "Accountant's Copy" of their QuickBooks data. However, Mac OSX users need to follow a slightly different process.

The following walkthrough is done in QuickBooks Pro 6. The process will be similar for all recent QuickBooks versions but some of the wording may be slightly different.

1. With the company file open in QuickBooks for Macintosh, select the File menu and select Backup to QuickBooks for Windows.

2. In the Save As field, type a name for this file or accept the default provided by the program. In the Where field, it is best to simply save this file to your Desktop.

Save the Mac QuickBooks File to your desktop

3. Click Save and allow the backup process to run. You will receive notification when the process is complete.

4. The file has been automatically appended with the required .QBB extension necessary for restoring into QuickBooks for Windows.

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At this point you can send the file in using the Document Access <Portal. For additional help using the portal, please see our Document Access Portal Walkthrough.<