Financial Software Questions? Ask IT Support for Answers ASAP
Hi, I'm Robert and I'll be helping you with your financial software question.
the best way to do that is to use a portable file
You can create a portable file under the file / export menu
you can then import the portable file into windows quickbooks
under file / import
that is the best way to go between different versions of quickbooks
Did we specify we are using QuickBooks for Mac? When we go to Export under File we are given two options: Lists to IIF File..... and Addresses to Text File...
We're not seeing "portable file"
I am pretty sure that you can do it on the mac as well. But Intuits website has been broken for a week and its hard to get any detailed instructions.
try the file / save
or file / create a copy
otherwise to send a copy to a windows machine the version has to be within 1 year of each other. ie if you had 2011 the accountant would need 2010 2011 or 2009
Robert, We're not finding any of these options on our Menu Bar under file. On the Mac version it is not listing file/save or file/create a copy.
We think our versions are the same but cannot confirm until tomorrow.
Is it possible that you would have to be looking at this on a Mac as well in order to be able to give us the answer we need?
what year is the mac and what year and version is the windows quickbooks
If I can get that I can find you the best way to do this
We have QuickBooks for Mac 2012 and our acct has QB Windows 2012
you should be able to create a backup file for windows
they have to restore that file
if it didn't work the first time
do a verify and rebuild on it
and export it again
it should have a qbb extension
sometimes they just get corrupted either when they are created or in the email process and if you create and email it again it will work