Quickbooks For Mac Import Previous Version Files
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If your company has decided to switch to a Mac computer to run your QuickBooks software, there are some important factors for you to consider. While exporting your files to the Mac version of QuickBooks is possible, the Mac version doesn't have the same options. QuickBooks for Mac doesn't support the Collection, Lead or Inventory centers. Additionally, the Mac version doesn't support the ability to scan and deposit checks, or record international sales and expenses in multiple currencies. You also can't track balance sheets by class, forecast sales and expenses, manage inventory using specific types of tracking or create customer reports using a direct connection to the QuickBooks database.
Intuit’s business finance application for the Mac, offers an incremental update to, with some small but welcome additions and enhancements to existing features. Though QuickBooks for Mac remains on its own financial island—related in name but not in file format to its nearly eponymous Windows version—the new version is a good tool for taking care of your business’s financial matters.
QuickBooks' look and feel are similar to those provided by the flowchart interface in the Windows version of QuickBooks, as well as to those of Acclivity’s. The flowchart interface organizes various business tasks into logical groupings: vendor-, customer-, employee-, company-, and banking-related tasks. For example, in the Vendor section, you can create a purchase order for inventory items; and when the items arrive, you can use the Receive Inventory button to add them to your inventory, and then use the Enter Bills Against Inventory button to process and pay the bill. Whether you’re a QuickBooks novice or a long-time user, Intuit makes it easier to get your business information into QuickBooks 2013 from its current location. A new import option lets you quickly take data stored in a CSV file or in your Mac’s Address Book app, and add it to QuickBooks. QuickBooks 2013's new document attachment feature lets you link existing documents to customers, vendors, invoices, and more. Importing from the Address Book is fairly straightforward; CSV import is less so.
To import from Address Book, open the Add Contacts, Products And Services tool and choose Add From Address Book. Then select the vendors, customers, and employees you want to add, and QuickBooks will automatically map your Address Book data to the proper fields in QuickBooks. Technically, CSV import is not an import but a copy (from your CSV file) and a paste (into the import tool). The method works well, but you'll need to prep your spreadsheet beforehand, to ensure that the fields match the field order presented in QuickBook’s import tool. Integration with the is new to QuickBooks 2013, as well.
Because QuickBooks for Mac does not have internal payroll, we suggest that you not do payroll in the QuickBooks for Windows version of the file. The subscription information, payroll settings and payroll data that you enter will be lost when the file is converted back to QuickBooks for Mac. This version will install alongside your existing version of QuickBooks for Mac. Launch QuickBooks for Mac 2015, go to File > Open Company, then locate and open the QuickBooks company file on your local drive. Click the Upgrade button when prompted. Wait for the Backup and Converting File steps to complete.