- #Convert quickbooks windows to mac pdf#
- #Convert quickbooks windows to mac software#
- #Convert quickbooks windows to mac download#
If they’re not, you may want to reconsider making the switch from QuickBooks Desktop to QuickBooks Online. If you currently use these features in QuickBooks Desktop and plan to use them in the future, be sure to check and see if they’re available in QuickBooks Online. Only available in QuickBooks Online Accountant and must be done by an accountantĬustom reporting with Intuit Statement Writer Prevent sales customers with a past due balance Whatever the reason for the potential switch, it’s important to take a look at the features availability chart below to see if the features you need are available in QuickBooks Online. If you’re not sure, we’ll provide you with some additional information about both applications, and what you’d be gaining (or losing) by making the switch.įor example, QuickBooks Enterprise users that typically have complex product inventory and a more extensive company history may find that the desktop version is a better solution for their needs, while smaller businesses with less complicated needs may find a move to QuickBooks Online to be beneficial in terms of cloud accessibility and ease of use. Another reason may be the ability to integrate with additional third-party apps. Perhaps you’re interested in a cloud-based solution that can provide easy access from any location. There’s a lot of reasons why you may want to consider switching to QuickBooks Online. Should you migrate to QuickBooks Online?įor current QuickBooks Desktop users, perhaps you’ve been wondering if making the switch to QuickBooks online is a good idea.
#Convert quickbooks windows to mac software#
The truth is that while QuickBooks Online can be a suitable replacement accounting software for small or mid-sized businesses bookkeeping needs, its lack of advanced inventory management and reporting options makes it a less than ideal replacement application for larger businesses or current QuickBooks Desktop Enterprise users.
And though Intuit may want you to believe that the desktop and online version of QuickBooks are similar, they are not. That hasn’t stopped Intuit from doing everything in its power to convince you to purchase QuickBooks Online instead. The good news is no, QuickBooks Desktop is not being phased out, at least not yet. After all, the website immediately defaults to QuickBooks Online (also referred to as QBO) purchasing options, even if you’ve been looking at QuickBooks Desktop applications. Click 'Lists' - 'Chart of Accounts' - 'Wells Fargo'.Spend any time on the Intuit website and you may begin to wonder whether QuickBooks Desktop is being phased out. Review transactions in Quickbooks after importing. Click 'File' - 'Utilities' - 'Import' - 'IIF Files'. Make sure to backup your Quickbooks data file before any IIF import. Now the IIF file is created, let's switch to Quickbooks and import created IIF file. Make sure all accounts, vendors, and customers exist in Quickbooks.Ĭlick the 'Convert' button to create an IIF file. Now we have all the things in the right order. For 'Input Category' (Payroll) enter the name in the 'Output Category' column (Consulting Income). Let's say it should be 'Consulting Income'.Ĭlick on the 'Payee/Categories' Tab. We have 'Utilities' (Expense), which is matching.įor the 'Payroll' - Income category. In our case, we have four categories: Office Supplies, Utilities, Utilities, and Payroll. Map categories or payee names to expense account names in Quickbooks. If you don't have the same name in Quickbooks, you can add it here. Let's check the Customer's name (in our case 'Microsoft') in Quickbooks. Everything else you can leave empty because the converter will not change it. For 'Input Payee' enter the name in the 'Output Payee' column, as you have in Quickbooks (for 'Bookstore Invoice' enter 'Indigo'). Let's say for 'Bookstore Invoice' we have the Vendor name 'Indigo'.Ĭlick on the 'Payee/Categories' Tab. Bookstore Invoice, Gas Company, Hydro, and Microsoft are Payee names.
In our case, we have three expense transactions (requires Vendor to be assigned) and one income transaction (requires Customer to be assigned). Map payee or payer names to Vendor or Customer names in Quickbooks.
Review transactions before converting, check that dates are correct, have the correct year, deposits, and withdrawals are assigned correctly.
#Convert quickbooks windows to mac pdf#
Start Bank2IIF and select the transaction file (it could be QBO file, OFX file, QFX file, QIF file, PDF file, MT940 file, or STA).
#Convert quickbooks windows to mac download#
Download it from the Bank2IIF download page. Make sure you are using the latest version of Bank2IIF.
Follow the steps below for the Windows version.
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