Round Tripping is a process where you need to convert your QuickBooks Desktop for Mac file to a QuickBooks Desktop for windows file or vice versa. It is done due to different types of database each program uses. Round tripping is used either to complete an import to QBO or to enable your accountant to make changes on your Mac file. To know more about the restrictions, how round tripping is done, and the usual errors, select the appropriate topic:. Restrictions There are some restrictions for QuickBooks for Windows to create a backup for QuickBooks Desktop for Mac and vice versa:. You must have the Admin password to complete the process. If prompted to change password during conversion, the new password must be used all throughout the process to avoid confusion.
QuickBooks Desktop for Mac and Windows should have the same year version; e.g. If you have QuickBooks Desktop for Mac 20186 you need to use QuickBooks Desktop for Windows 2016. QuickBooks Desktop for Mac should not be updated once you create a backup for Windows. You should not enter data in your QuickBooks for Mac file while it is being converted, otherwise, you need to reenter the data when you receive your file back.
Convert a QuickBooks Mac file to QuickBooks Windows and back again. This article refers to QuickBooks Online. Round Tripping is a process where you need to convert your QuickBooks Desktop for Mac file to a QuickBooks Desktop for windows file or vice versa. It is done due to different types of database each program uses.
Avoid processing payroll in the QuickBooks for Windows version of the file. The payroll data that you enter will be lost when the file is converted back to QuickBooks for Mac since it does not have internal payroll. You cannot round trip to QuickBooks Enterprise Solutions (QBES) because QBES cannot produce a QuickBooks Desktop for Mac backup. Some data may or may not be converted due to lack of features in QuickBooks for Mac compared to QuickBooks for Windows.
Check for a complete list. Prepare your QuickBooks Desktop for Mac file for conversion Here are some file preparation steps for your QuickBooks Desktop for Mac file to ensure the process goes smoothly:. Check for any special characters in the file name and company name, such as!@#$%^&. If there are any, rename the file to remove the special characters. Note: Company name is under QuickBooks menu Preferences My Company. Check for any memos with names longer than 50 characters or containing special characters such as!@#$%^&.
Go to Reports menu, then select Custom Transaction Detail Report. In Modify Report window, select Dates drop-down, then choose All. Under Columns, select Memo, then select OK to run the report. Remove the memos with more than 50 characters/special characters from their corresponding transaction. Delete all memorized transactions and memorized reports. Convert your Mac company file to a Windows file.
Open the company file in QuickBooks Desktop for Mac. Create a copy of your company file for Windows. Go to the File menu then select Utilities Export To QuickBooks for Windows. In the Save As field, type a name for the file. For the Where field, select Desktop then Save.
Note: An instructional PDF file will be available to print as reference when restoring the file. Rename the company file to avoid overwriting the updated copy when it is returned. Send the backup to the Windows machine using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site, or secure transfer service). Restore the backup using QuickBooks Desktop for Windows. Go to File menu, then select Open or Restore Company.
Select Restore a backup copy (.qbb) then Next. Select Local backup, then Next. Select the backup from the location it was saved in then select Open. When asked to update the file to the new version, type yes, then OK. Convert your Windows company file to a Mac file.
Open the company file in QuickBooks Desktop for Windows. Go to File menu, then select Utilities Copy Company File for QuickBooks Desktop for Mac. Save the file in your desired location. This creates a file with the extension MAC.qbb. Send the copy to the Mac computer using whatever method you prefer (e.g., DVD, external hard drive, flash drive, FTP web site). Restore the file using QuickBooks Desktop for Mac. In the No Company Open window, select Browse, then locate the file you want to restore.
Note: If your QuickBooks Windows file is on an external drive, save it locally by dragging it to the desired location before restoring it to avoid data corruption. QuickBooks will ask if you want to restore a QuickBooks Desktop for Windows file. Enter a name for the restored file then select Save. Conversion Errors Cannot open the file in Windows You may get the following errors when opening the file in QuickBooks Desktop for Windows:. Error C=116. Error (-14113, 0) To resolve this:.
Open your file in QuickBooks for Mac, then. Retry converting. Cannot open the file in Mac after updating QuickBooks Desktop for Mac You may see the following message when you try to open the file in QuickBooks Desktop for Mac: Cannot Import the round trip file.
This file was originally created with another version of QuickBooks Desktop for Mac. Please import it into the version with which it was created. Restore the backup from Windows. Convert your restored data file to your newer version of QuickBooks Desktop for Mac. Unrecoverable Error when updating a QuickBooks for Mac file to QuickBooks for Windows.
Note: If restoring fails,. Create a new backup for Windows (.qbb).
On your Windows computer, create a new folder on your Desktop. Copy the new backup file (.qbb) to the folder. When restoring the backup, make sure to save the company file (.qbw) on the new folder of your Windows Desktop.
Tips for Quick Quicken to QuickBooks Conversion is one the most talked software manufacturing company that has accorded business owners with financial solutions that has totally revolutionized the way a business handles their finances. Its software are designed intricately consisting of combination of powerful features with intuitive and user friendly interface. The three most powerful accounting software tools are Quicken, QuickBooks and TurboTax has been accepted by audience graciously and with immense appreciation.
The interesting aspect of these three software is that you can interlink them with each other and sync them to transfer data from one document to another. Although transferring of data is quite an easy task, there are some points that need to be kept in mind to avoid unnecessary issues. In case you are preparing to convert data from Quicken to QuickBooks, following points should be taken care of. Steps for Converting Quicken to QuickBooks QuickBooks and Quicken, both should belong to same version, that is, if the Quicken is of newer version and QuickBooks is of previous year, then the conversion cannot take place. In case you wish to convert Quicken data in with QuickBooks online version, then you first have to convert Quicken file into QuickBooks desktop file and then convert that file over to QuickBooks online format. Quicken Windows version of year 1998 and later can easily be converted to QuickBooks file format. For versions before 1998, you might face difficulties.
For Quicken Windows version 4 or earlier, conversion directly to QuickBooks is not possible. In case you are using Rental Property Manager Version of Quicken, then you need to first convert the file into normal Quicken file format, only after this conversion initiate the conversion to QuickBooks file format. Converting Quicken Mac to QuickBooks Mac is also very easy.
Before starting the conversion process ensure that you have latest versions of QuickBooks and Quicken to avoid unnecessary hurdle and problems. Support for Quicken to QuickBooks Migration These tips and tricks will ensure swift conversion of files without adding any extra headache and hassle. If you still face issues with the same, you could contact the customer support team of QuickBooks and relay the problem in full detail.
If you are unable to get in touch with them then the best possible alternative is to contact other support agencies like. This agency offers support and resolution from Intuit certified ProAdvisors reachable through toll free number Related Topic. How I Recover A Password In Quickbooks?. How I Return Quickbooks For A Refund?. How I Reconcile In Quickbooks?.
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