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Knowledgebase

April 2009's Trick of the Trade

Question

Every day, members of The Sleeter Group Consultants Network tackle the day-to-day problems of their clients in the real world. The following is an example problem and solution that surfaced this month on our Sleeter Group Consultants Network E-Mail Group.

Question: If I set up a file using QuickBooks for Windows 2009, can I give a backup to a client and have them seamlessly import it into their QuickBooks for Mac 2009?

Answer

Pat Carson replied: Yes, as long as you use the backup feature for the Mac.

Nancy Gomez answered: What qualifies as a "seamless" import? Theoretically, yes, you can import a QuickBooks for Windows 2009 file into QuickBooks for Mac 2009. However, there is some loss of functionality in the Mac version.

Leslie Yoon added: Yes, as long as you save it as a Mac file and the client imports it as a Windows file saved for Mac (through File > Utilities). However, if you customize the icon bar, for example with customized reports or certain screens, they will not show up in the Mac version. It is very frustrating. If the client has Mac OS 10.5 or newer, they have Boot Camp already installed and they can use the Windows version of QuickBooks.

If there is any troubleshooting to do, I would advise doing it in the Windows version.  This version has so much flexibility and ability to “manipulate” the data.  For example, if you need to sort any of the registers by date, dollar amount, and cleared status, you will want to do this while still using the Windows version.