By Amanda Karen | CrunchSum
QuickBooks Online is becoming more widely used among small business owners. With the many benefits it offers including anywhere, anytime access and automatic data backups, it’s no surprise that many are converting to QuickBooks Online from their QuickBooks desktop version. This tutorial walks you through step by step how to convert your QuickBooks for Mac file to QuickBooks Online.
*To accomplish this you will need to be using some type of virtual machine software that enables you to operate in both Mac and Windows operating systems. At CrunchSum, we use Parallels. If you do not currently have a virtual machine process in place contact CrunchSum and we can save you the time and convert your desktop data to QuickBooks Online for you.
Step 1: Sign Up for QuickBooks Online
If you are new to QuickBooks Online, find out how you can get a discount here. Determine which plan is right for you and sign up.
*If you are not using QuickBooks for Mac skip to step 4. You can also reference this post, which walks you through step-by-step how to convert your QuickBooks PC desktop company file to QuickBooks Online.
Step 2: Make a Copy of Your QuickBooks for Mac File
Currently, QuickBooks Online can only import Windows-only converted data. Because of this you need to first convert your QuickBooks for Mac file to a Windows version.
In QuickBooks for Mac: File > Back Up to QuickBooks for Windows. This saves your file in a .qbb format, which you will need for the next step.
Step 3: Open QuickBooks for Mac File in Windows Version of QuickBooks
File > Open or Restore Company > Restore a backup copy > Next
Local backup > Next, select your QuickBooks for Mac file (make sure it is in .qbb format) > Open
Select Next to choose the location where the restored file will be saved in the new .qbw format. By default, your file will be saved with your other QuickBooks company files. Electing to save to your desktop may be easiest.
After your file has been successfully restored then choose to update the company file.
If you receive the message below, select Yes. It will then update and rebuild your data file. This step can take a few minutes to complete.
Click OK and your QuickBooks for Mac file should open in your Windows version of QuickBooks.
Step 4: Save Company File in QuickBooks Online Format
From within your QuickBooks desktop PC version, create a copy of your company file that is compatible with QuickBooks Online.
File > Utilities > Copy Company File for QuickBooks Online
Save the file to your desktop.
This will create a new QuickBooks Online compatible file with the file extension: OE.qbw.
Step 5: Import Your QuickBooks Desktop File into QuickBooks Online
Currently, you can only import your desktop file into QuickBooks Online using the Internet Explorer 7, 8 or 9 browser.
Company > More > Import QuickBooks Desktop Data
Select the file you want to import and then continue through the interview process until your file has successfully been imported. You should receive an email confirming that your file import is complete. It is recommended that you do not login to your QuickBooks Online account until you receive this email.
Click here to learn more about converting your QuickBooks desktop data to QuickBooks Online.
Have you made the switch to QuickBooks Online from QuickBooks for Mac? Tell us about your experience below!
CrunchSum provides web-based bookkeeping and QuickBooks support services to web and technology companies.