Financial Software Questions? Ask IT Support for Answers ASAP
What version of Quickbooks do you have?
It should not matter that you are sharing the files currently, the backup you make will simply allow the file to be opened on a windows computer that has Quickbooks installed.
I'm going to assume 2014 or 15...here are your step by step instructions....
Note: This file can now be transported via CD-ROM, Thumb-drive, flash or other USB device. Intuit does not recommend emailing these files as there is the potential for unseen damage to the file.
In Mac 2015 and later
Mac 2015 made a few changes to how it creates a copy that can be restored for windows. QuickBooks now verifies the file automatically at the beginning of the conversion process. Also if you have Dropbox set up, there will be a button that will automatically take you to the Dropbox folder making file transfer just a bit easier.
Does this answer your question? Feel free to request clarification of any thing that is unclear. Positive feedback is very much appreciated, as this is how I receive credit.
I will opt out so that another expert may assist you. I am not familiar with MAC's .
Have you got a copy of QuickBooks running on the server?
I don't think that is necessary but it might be easier that way
Try opening the file from only one work station. You need to be logged into QuickBooks with an account that has full administration rights to the company file and
open it in single user rather than hosting mode. That option should be under file /file utilities
And be careful what folder you are saving the file to. You may be getting the message because you are trying to save it to a folder on the server that you don't have full rights to
I am available late this afternoon if you want to pay a little bit extra to log in remotely to do it with you
ok, let me know. if that doesnt work or you have problems doing it let me know exactly where you got stuck and/or the exact error message that you get and i will help you further.
ok. i have to answer every time you do. so just post back after you have tried it please.