Sharing QuickBooks data between Mac and Windows (roundtripping)
| Overview | QuickBooks Pro 2007 for Mac .QBB files can be restored in
QuickBooks Pro, Premier, and Premier Accountant Edition 2007 or
2008 for Windows (U.S. . versions, round-trip: between Mac and
Windows). QuickBooks Pro 2007 for Mac can convert files from QuickBooks
Simple Start, Pro, Premier and Premier Accountant Edition 2007 or
2008 for Windows (U.S. . versions, one way: Windows to Mac). |
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Detailed Instructions
| To share data from a Mac version of QuickBooks to a
Windows version of QuickBooks: - Open your data file in QuickBooks Pro 2007 for Mac, choose
File > Back Up to QuickBooks for
Windows, choose a name and location for the file, and then
click Save. . After the backup file is created, you
can click Show File in Finder to locate the .QBB
file on your computer. . QuickBooks also creates an Instructional PDF
file in the same location with the same name as your company
file.
- Send both the .QBB file and the Instructional PDF file to the
Windows user via CD-ROM, USB drive, Zip disk, or Flash drive. . (Most
Macs read and write data to and from PC-formatted media.)
- In QuickBooks 2007 or 2008 for Windows, choose
File > Open or Restore
Company, and follow the onscreen prompts.
- When asked to update the file to the new version, type "yes"
and then click OK.
- Review the file and make any necessary changes.
To share data from a Windows version of QuickBooks to a
Mac version of QuickBooks: - Open the data file in QuickBooks 2007 or 2008 for Windows, and
choose File > Utilities >
Copy Company File for QuickBooks Mac to save the
file as a .QBB backup file. . (If you're using QuickBooks 2005 or
2004 for Windows, choose File >
Backup to create a .QBB backup file.)
- Send the .QBB file to the Mac user via CD-ROM, USB drive, Zip
disk, or Flash drive. . (Most Macs read and write data to and from
PC-formatted media.)
- In QuickBooks Pro 2007 for Mac, choose File
> Open Company, select the .QBB file, and click
Open.
- QuickBooks will ask if you want to restore a QuickBooks for
Windows file, click OK.
- Enter a name for the restored file, and then click
Save.
Note: For more information, see the Instructional
PDF file or QuickBooks in-product Help.
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KB ID# 1009806