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1. CREATE A COMPANY FILE FOR MAC QUICKBOOKS HOW TO
2. CREATE A COMPANY FILE FOR MAC QUICKBOOKS WINDOWS 8
3. CREATE A COMPANY FILE FOR MAC QUICKBOOKS WINDOWS

CREATE A COMPANY FILE FOR MAC QUICKBOOKS WINDOWS

The taskbar is easy to reach, because program windows don’t hide it the way they do desktop shortcuts. Figure 1-1. Windows’ taskbar keeps your favorite icons near at hand. When you see the QuickBooks icon, right-click it, and then choose “Pin to Taskbar.”.

CREATE A COMPANY FILE FOR MAC QUICKBOOKS WINDOWS 8

To do that in Windows 7 and Windows 8.1, right-click the QuickBooks desktop icon and then, on the shortcut menu that appears, choose “Pin to Taskbar.” If you’re still using Windows 8 (not 8.1), pinning the QuickBooks desktop icon to the taskbar takes a few more steps: Point the cursor at the screen’s upper-right corner to display the Charms menu, click the Search icon (the magnifying glass), type quickbooks in the Search box, and then press Enter. The fastest way to open QuickBooks is to click its icon on the Windows taskbar, shown in -but first you have to put it there. Double-click the desktop shortcut that QuickBooks created during installation.

CREATE A COMPANY FILE FOR MAC QUICKBOOKS HOW TO

If you’re converting your records from another program, this chapter provides some hints for making the transition as smooth as possible.įinally, you’ll learn how to open a company file, update one to a new version of QuickBooks, and modify basic company information. Then, if you need to create your company file yourself, you’ll learn how to use the QuickBooks Setup dialog box or the EasyStep Interview to get started (and find out which other chapters explain how to finish the job). This chapter begins by explaining how to launch your copy of QuickBooks. If you’re new to bookkeeping, another approach is to use a file that someone else created.įor example, if you’ve worked with an accountant to set up your company, she might provide you with a QuickBooks company file already configured for your business so you can hit the ground running. You can create a company file from scratch or convert records that you previously kept in a different small-business accounting program, Quicken, or even another edition of QuickBooks like QuickBooks for Mac.

For more information, see.Ĭhapter 1. Creating a Company File A company file is where you store your company’s financial records in QuickBooks, so it’s the first thing you need to work on in the program. Enter a name for the restored file then select Save. Select OK when you get the prompt asking if you want to restore a QuickBooks Desktop for Windows file. Note: If your QuickBooks Windows file is on an external drive, save it locally by dragging it to the desired location before restoring it to avoid data corruption. In the No Company Open window, select Browse, then locate the file you want to restore. Restore the file in QuickBooks Desktop for Mac. Copy the file to a DVD, external hard drive, flash drive, or FTP web site. This creates a file with the extension MAC.qbb.

Go to the File menu, then select Utilities Copy Company File for QuickBooks Desktop for Mac. Open the company file in QuickBooks Desktop for Windows. Step 1: Step 2: Convert the Windows company file to Mac. To convert your QBO file to QuickBooks for Mac. Make sure QuickBooks Desktop for Windows is before converting the file to Mac. Example, if you are exporting to QuickBooks for Mac 2016, you need to use QuickBooks for Windows 2016 or earlier versions. QuickBooks Desktop for Windows must be the same version or earlier than QuickBooks Desktop for Mac. You need to use a Windows computer with Internet Explorer 11 or higher when exporting your data file. This article refers to QuickBooks Online To convert from QuickBooks Online to Mac, you need to export the file to QuickBooks Desktop Windows then convert the Windows file to Mac. Converting A File From Quickbooks For Mac Rating: 4,6/5 4630 reviews