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. For that reason, it is sometimes necessary to convert a file from the Mac version to the Windows version, and then back again.
Reference the steps below to learn how to convert a QuickBooks file. Due to differences between operating systems, converting a file from QuickBooks for Mac to QuickBooks for Windows requires some file preparation. Preparing the File.
Copy the company file to the desktop. Check for any special characters in the file name and company name. If there are any, rename the file and remove the special characters. Note: Select QuickBooks Preferences My Company to find the company name.
QBY file is an Intuit QuickBooks Accountant's Import file. QuickBooks for Windows is an accounting software product developed by Intuit Inc. When your accountant is finished making changes in an Accountant's Copy, he or she provides you with a.QBY file to be imported into your company file. To do the latter, click File| Open or Restore Company| Restore a portable file| Next. Here again, you’ll choose the location of the portable file and click Open. Click Next in the window that opens and select the desired location for the restored file. QuickBooks then converts the file into a format that can be read, and it will be available in the location you chose.
Open the file in QuickBooks. Delete all memorized transactions and memorized reports. Rebuild the company file (select File Utilities Rebuild Data). Run the Custom Transaction Detail Report, changing the date range to All and enabling the Memo column.
Select Reports Custom Transaction Detail Report (Modify Report window opens). Select All from the Dates drop-down field. Select Memo from the columns drop-down. Note: A checkmark appears when the column is selected.
Click OK to run the report. Check for any memos with names longer than fifty (50) characters or containing special characters.
If any are found, edit the transactions and remove the memos, then rebuild the file again (see step 5). Converting the File for Windows.
Open the company file in QuickBooks for Mac. Select File Backup to QuickBooks for Windows. Specify a file name and save location in the Save As window. Note: It is best to simply save this file to your desktop.
Click Save and allow the backup process to run. Note: When complete, an instructional PDF file is offered for printing.
It's a good idea to print this for the QuickBooks Windows user to refer to when restoring the file. Transfer the file (now appended with the required.QBB extension) to the Windows computer. Note: Intuit recommends that the file is transferred via CD or USB or FTP. E-mailing the file(s) could potentially cause unseen damage. Open QuickBooks for Windows. Select File Open or Restore Company.
In the Open or Restore Company window, select Restore a backup copy and click Next. Select Local backup and click Next (Open Backup Copy window opens). Find and select the.QBB file that came from the Mac user and click Open. Type 'yes' and then click OK when prompted to convert the file. Converting the Same File back to QB for Mac. Open the company file in QuickBooks for Windows. Select File Utilities Copy Company File for QuickBooks for Mac.
Save the file. Note: It is best to simply save the file to your desktop for ease of access. Transfer the file (now appended with the.MAC.QBB extension) to the Mac computer. Open QuickBooks for Mac. Select File Restore From a Disk. Select the file.
Click Open. Click OK when prompted to restore a QuickBooks for Windows file. Enter a name for the restored file. Click Save.
Remove the Company from the Open Company List When you open a company file in QuickBooks, the software gives you a list of available company files to choose from. The more files on the list, the higher the chance you'll accidentally choose the wrong file and work in the wrong company. If you want to remove a company file from the list but you don't want to permanently delete the file, you can that QuickBooks displays on startup. From the File menu, choose Open or Restore Company.
Choose Open a Company file and click Next. A window with all available company files will open. Click on Edit List, located under the Open button. An Edit Company list window will open. Put a check mark next to the company file you want to hide by clicking the name of the file.
Click OK to hide the company. Delete the Company File If you want to remove a company file altogether, you can use QuickBooks to permanently. From the File menu, choose Open or Restore Company. Navigate to the file you want to delete and select Open.
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Press the F2 key or Ctrl+1 to open file information. Copy down the location of the file. The location address begins with 'C: ' and ends with '.qbw'. Close the QuickBooks program and navigate to the file location on your computer. The file should have the QuickBooks icon on it. Right-click on the file and choose delete.
Reopen QuickBooks and navigate to Open or Restore Company. If the file still appears, click on Edit List and click the company file to hide it. Select OK to hide the deleted file. Brought to you by Remove Companies from QuickBooks Online The process of removing QuickBook files is slightly different in QuickBooks online. If you're listed as a user on a QuickBooks online account, the company file will continue to appear when you log on as long as you are listed as a user for that company. You cannot delete your own account, so an administrator must delete your user account on your behalf.
To:. Log in under the administrator credentials at.
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Select the company you no longer want to show at the log-in stage. Click on Edit/Remove a User's Access. Select your user name and click on Remove User. Click OK to remove yourself as a user.