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How Can I Send My Mac Quicken File to My Accountant?

While we recommend QuickBooks over Quicken to track your business, we have a procedure you should follow when sending us your Mac's Quicken File.

Mac Quicken Screenshot for Exporting File to CPA

Step 1 - View Your Quicken Transactions<

Open your Mac Quicken File, and click on the "Transactions" menu item on the left of the window under the TOOLS group. You should see a list of transactions on the right, and close to the top of that same window, a list of filters and a "Reset Filters" button.

Click on the "Reset Filters" button, and then choose an appropriate date range from the left most filter. If your not sure select "All Dates".

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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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How Can I Send My Mac Quicken File to My Accountant?

Step 1 - View Your Quicken Transactions<

Mac Quickbooks Export & Accountant Transfer

Converting the Mac OS X QuickBooks file:<

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