The QuickBooks Web Connector (QBWC) is a Microsoft Windows application that that enables web services (web-based applications) to exchange data with QuickBooks Desktop products (including QuickBooks Financial Software and QuickBooks Point of Sale). So if you have QuickBooks for Mac 2015, you can convert your file from QuickBooks for Windows 2013, 2014, and 2015. If you are using a QuickBooks for Windows version that is earlier than 2009, you can still open your file in QuickBooks for Mac. QuickBooks Online QuickBooks Self-Employed QuickBooks Accountant QuickBooks Desktop QuickBooks Online QuickBooks Self-Employed. How to Install QuickBooks Desktop. QuickBooks Online QuickBooks Desktop QuickBooks Desktop for Mac QuickBooks Self-Employed Accountants Payroll GoPayment QuickBooks Point of Sales Desktop QuickBooks.

Better yet, install the new version side by side with the old version so you will always have a fallback. 2: Rebuilding the data file fails. Sometimes, that verified data still will not upgrade to the newer version. In this case, you will have to go back to the older version and do a rebuild of your data. For some users, this is an easy task. But when dealing with the file that holds the keys to the company's financial kingdom, others will hesitate. If you do find yourself in a situation where you have to rebuild the data, do it in this order: Back up your data file, verify your data file, rebuild your data file.

If you need to convert your file back to Windows again, you can save the Mac version of the company file as a QuickBooks for Windows format from the File menu. Version Differences QuickBooks for Mac differs in many ways from the Windows version. Some of your inventory may not transfer correctly or completely. For example, QuickBooks for Mac doesn't include support for units of measure or creating packages of assembly items out of individual inventory parts. The payroll service on QuickBooks for Windows also doesn't exist in the Mac version. Reports vary between the two versions of the software, since the Windows versions contains many additional default report options. The Mac version of QuickBooks also doesn't support multi-currency options.

Conversely, reducing screen resolution magnifies everything on the screen, but you cannot see as much data without scrolling.

Select Open a company file, and then click Next. Select the file you want to delete and then click Open. Press the F2 key on your keyboard, and in the new window locate the section that says File Information and make a note of that location.

• The last day of the previous fiscal year. The best choice is to fill in your records for the entire current fiscal year. To do that, use the last day of your company’s previous fiscal year as the company file’s start date. That way, the account balances on your start date are like the ending balances on a bank statement, and you’re ready to start bookkeeping fresh on the first day of the fiscal year.

Or you can use a wizard that guides you through the process with a series of questions that takes about 15 minutes to answer. The questions cover the basics of creating and customizing a company file to fit your business. QuickBooks needs to know some company information, the industry you’re in, and the features you want to use. The program then sets your preferences and creates a few accounts (like basic income and expense accounts and your checking account). The box on lists additional setup tasks you need to perform to flesh out your company file—and where in this book to learn more about those tasks. UP TO SPEED: Getting Help Creating a New Company File The proud owners of brand-new businesses face a dilemma: They have more important things to do than muddle through setting up company files in QuickBooks, but money is usually as short as free time. If you don’t know much about bookkeeping or accounting, a few hours of an accountant’s time is a worthwhile investment when you’re getting started in QuickBooks.

Opening a Portable Company File A portable file is a special type of file that makes QuickBooks company files compact so you can email them more easily. These files take up less space because they don’t contain other files related to your company file, like letters, templates, logos, and images. A portable file also doesn’t contain a transaction log (.tlg file), which Intuit Technical Support can use to restore transactions if your file is damaged in some way. Opening a portable file is similar to opening a regular company file. FREQUENTLY ASKED QUESTION: Updating a QuickBooks File How do I update a company file to the newest version of QuickBooks?

• QuickBooks can only convert Quicken for Windows files. If you are a Quicken for Mac user, you will need to convert to a Quicken for Windows file before converting to QuickBooks. • It is not possible to convert QuickBooks data to Quicken. It is only possible to convert Quicken data to Quickbooks. • Because of some of the challenges that can come with converting Quicken data to Quickbooks, it may be easier to start from a new file when switching to QuickBooks. Malwarebytes for mac mojave. To convert your data: Quicken data (Windows or Mac) can be converted to QuickBooks using the data converter built into the QuickBooks software. Complete information is available on the QuickBooks support site.

You now have Quickbooks, with all of your data and other programs, on your new computer. Ready to transfer your Quickbooks, programs and files? Video tutorial - how to transfer Quickbooks to a new computer.

The App is a companion app and will work only with Quicken 2015 and above desktop products. • Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. • Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase.

If you work with fewer companies, the submenu may have company files that you’d rather forget. You can change the number of companies QuickBooks lists on this submenu to match the number of companies you work with. With a clever workaround, you can also clear out old entries that you don’t want to see. Here’s how to change the number of companies on the Open Previous Company submenu. • Make sure you have a company file open, and then choose File→Open Previous Company→“Set number of previous companies.” • In the “Set Number of Previous Companies” dialog box, type the maximum number of companies you want to see on the submenu, and then click OK. • To clear old entries off the menu, change the number of entries to 1, and then click OK. After you do so, QuickBooks lists only the most recent company file, clearing all the others off the list.

• Send the backup to the Windows machine using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site, or secure transfer service). • Restore the backup using QuickBooks Desktop for Windows. • Go to File menu, then select Open or Restore Company. • Select Restore a backup copy (.qbb) then Next. • Select Local backup, then Next. • Select the backup from the location it was saved in then select Open. • When asked to update the file to the new version, type yes, then OK.

Before you start, be sure that you’re familiar with what data is convert from QuickBooks for Windows to QuickBooks for Mac. On your Windows computer • In QuickBooks for Windows, open the you want to convert.

QuickBooks Premier offers features specific to your industry and offers increase inventory controls which you might need. Consider QuickBooks Premier. • Do you take raw materials and build products and need to track inventory for both? QuickBooks Pro does not handle inventory well when you are taking raw materials or components and building a product which you then sell to end users. Look at QuickBooks Premier for those features. • Do you need to handle the general accounting features for your small business?

In the early days of small business accounting software, Intuit offered a single version of its popular accounting software QuickBooks. Today, you have QuickBooks Simple Start, QuickBooks Online, QuickBooks Mac, QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise – not to mention all of the industry specific versions of QuickBooks. So how do you know which one to pick?

• The Managing bills you owe screen asks whether you plan to write checks to pay bills immediately (select No) or enter bills in QuickBooks and then pay them later (select Yes). You can read about bill preferences on and payment preferences on.

If you need a small business accounting software package, consider QuickBooks Pro. Flash player for osx 10.6.8. QuickBooks offers many features which appeal to a variety of small businesses across numerous industries. Selecting the right version will help you be successful as a small business.

3: You lose the connection to the data file. This is probably the most common issue, as well as the most challenging to troubleshoot. QuickBooks is finicky about the network connection to the data file. If there is the slightest hiccup in the network, your connection can be lost. If you're sure QuickBooks is set up correctly, you might want to use the to help you figure out what's going wrong. Also, make sure your firewall and your antivirus are allowing the connection through. 4: The reinstall fails If you need to reinstall QuickBooks, there is a little something you might not hear about from Intuit: The clean uninstall.

• Liability balances. Find the current balances you owe on any business loans or mortgages. If you stock products that you sell and track them as inventory, you need to know how many items you had in stock as of the start date, how much you paid for them, and what you expect to sell them for. Payroll services are a great value for the money, which you’ll grow to appreciate as you collect the info you need for payroll (including salaries and wages, tax deductions, benefits, pensions, 401(k) deductions, and other stray payroll deductions you might have). You also need to know who receives withholdings, such as tax agencies or the company handling your 401(k) plan.

If customers owe you money, pull the paper copy of every unpaid invoice or statement out of your filing cabinet (or find the electronic versions you saved on your computer) so you can give QuickBooks what it needs to calculate your Accounts Receivable balance. If you didn’t keep copies, you can ask your customers for copies of the invoices they haven’t paid or simply create invoices in QuickBooks to match the payments you receive. • Vendor balances. If your company thinks handing out cash before you have to is more painful than data entry, then find the bills you haven’t yet paid and get ready to enter them in QuickBooks so you can generate your Accounts Payable balance. (Or, to reduce the number of transactions you have to enter, simply pay those outstanding bills and then record the bill payments in QuickBooks.) • Asset values. When you own assets such as buildings or equipment, their value depreciates over time.

Go to Customers at top menu bar, and select Create Credit Memos/Refunds Step 2. Select the customer from the dropdown, and complete all pertinent fields.

You can also click the filename and then click Open. • If the QuickBooks Login window appears (which it will if you’ve assigned a password to the Administrator user account or set up multiple users), type your user name and password. If the Administrator is the only user, the Password box is the only one that appears. But if you have more than one user for the company file, both the User Name and Password boxes appear.

QuickBooks Pro offers features you would expect in an accounting software solution: • Track bills, expenses, and print checks. • Track sales and customer accounts. • Manage payroll. • Create estimates, invoices, and reports. • Accept credit cards (with a service). • Batch invoicing. • Track time and expenses for a specific client.

QuickBooks is a crucial tool for businesses. It helps organizations manage their money, pay their employees, and pay their bills. But QuickBooks is also a fairly complex application. This complexity means that QuickBooks is prone to having problems.

• Select Local backup, then Next. • Select the backup from the location it was saved in then select Open. • When asked to update the file to the new version, type yes, then OK.

But on the whole, the online version has been fine. Although it’s less pretty than the Web-based version, the iOS client for QuickBooks Online gives you a native interface for managing your business accounts. Sometimes the best Mac option isn’t a Mac app I find it incredible that in 2013 I have to even think about different platforms using different file formats. And I’m astonished that given three options—the native Mac app, the native Windows app, or the Web app—the Mac version of QuickBooks turned out to be the worst choice for my business. But our books are in order and our accountant is content. And I’ve learned that sometimes the best tool for a Mac isn’t a Mac app at all.