QuickBooks is the most popular consumer focused software for undertaking accounting tasks and responsibilities, especially aimed at small to medium businesses. QuickBooks is developed by Intuit Software and has been hugely popular thanks to its in depth localisation facilities, ensuring that the software gives out accurate accounts that are in accordance with the country’s latest tax code and guidelines.
While QuickBooks is one of the most popularly used accounting software in use today, there is a pretty significant problem that still exists and often throws users into a conundrum. This issue is nothing more than plain old cross platform compatibility. In other words, how to ensure that your QuickBooks software and data work on both PC running Windows and an Apple Mac.
The problem most arises as such: you use a Mac because you prefer the ease of use of the platform and you like Apple products. However, your CPA or certified public accountant has a Windows machine as his primary work machine. Therefore, if you are using QuickBooks for Mac and you want to send your information to someone, be it your CPA or anyone else, with a Windows machine, there is a problem.
However, this problem is very easy to solve as well. In fact, this issue is so common that Intuit software even has a term for this: round tripping. Round tripping means the process of sharing a file from QuickBooks for Mac to someone running QuickBooks for Windows. This process is called round tripping because your original file will start from your Mac computer and go to a Windows PC and then again return back to your Mac.
To do this, go to your File menu, then Export and select “To QuickBooks for Windows”. Selecting this option simply backs up your personal database in a format that is compatible with the QuickBooks application on the Windows platform. Give your newly created file a name and QuickBooks will create a file with extension “.QBB”, along with a PDF document that contains instructions on using it. Now you can simply copy the file with the .QBB extension to a Windows machine. To open the file, go to the File menu and select “Open or Restore Company”, then “Restore a backup copy”, choose “Local backup” and point QuickBooks for Windows to your specified .QBB file.
Now that you have successfully moved your QuickBooks for Mac file to your Windows system, you now need to export your data from the Windows system to a format that will be compatible on the Mac platform. Once you have made the required changes and modifications to the data, resort the lists and rebuild all data. Then go to the File menu, select Utilities, and choose “Copy Company File for QuickBooks Mac”. This will create a file with extension “MAC.qbb”. Now you can copy this file back to your Mac system will full compatibility.
And there you have it. A very simple and easy way to move your data to QuickBooks for Windows from QuickBooks for Mac.