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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<

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Mac Quickbooks Export & Accountant Transfer

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.

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