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Quickbooks For Mac Reviews

In QuickBooks for Windows, open the company file you want to convert. Choose File Utilities Copy Company File for QuickBooks Mac. Follow the onscreen instructions. QuickBooks creates a MAC.qbb (backup) file. Copy the.qbb file to a CD or USB drive or some other media. (Most Macs read and write data to and from PC-formatted media.) On your Mac. Whichever way you choose the process is still the same to convert the QuickBooks Mac file to a QuickBooks Windows file. It requires preparing the company file in the Mac file (the bulk of your time) and then importing the compressed conversion file. Preparing the company file Ensure you have the administrator password before beginning. As working in the cloud becomes the common choice for QuickBooks’ ® users, so will the process of converting from desktop software to the cloud become common-place for QuickBooks consultants. Migrating to the cloud was certainly a need for one of my clients, POWER, which I recently converted from QuickBooks for Mac to QuickBooks Online.

QuickBooks accounting software is offered as QuickBooks Desktop (QBD) or QuickBooks Online. Both variants import the QBO format as a common format, and each of them imports their set of formats. See below options and Desktop and Online versions.

Import into QuickBooks 2018-2021 and Quickbooks Online through the QBO format or the IIF format (all QuickBooks Desktop versions are supported). QBO and IIF format are different: QBO (Web Connect) is to import bank transactions, and IIF is more ‘low level’ import allowing to create various transactions between QuickBooks accounts. Both formats have limitations – read below to choose the most suitable format for you.

Which formats does Quickbooks import?

QuickBooks 2018-2021 for desktop, Windows or Mac, imports QBO (Web Connect), IIF and QBJ formats
Quickbooks desktop all versions import the IIF format
Quickbooks Online imports QBO, CSV, OFX, QFX formats
Quickbooks 2013-2020 imports QBJ (General Journal Entry files), created by your accountant or through CSV2QBJ

Import into QuickBooks through the QBO format

The QBO format is a QuickBooks Web Connect format used to import transactions into QuickBooks. '.QBO' does not mean 'QuickBooks Online'.

Use Bank2QBO to convert CSV, Excel (XLS, XLSX), TXT, OFX, QFX, QBO, QIF, QBX, OFX, PDF to QBO

QuickBooks Desktop (PC or Mac) imports QBO files through File-Utilities-Import-Web Connect format.

QuickBooks Online imports QBO files as well and the QBO format is the best format it imports. QuickBooks Online also imports OFX and QFX files (also good choice to import). OFX and QFX formats are not importable by QuickBooks desktop. Quickbooks Online (including Quickbooks Self-Employed) imports CSV files.

QuickBooks desktop imports QBO (Web Connect) files into the Bank Feeds center. Once the transactions are imported, you review them and match to vendor records and assign expense/income account. After that, the transactions are added to the register.

QuickBooks Desktop has to be not older than three years to import .QBO files. For this moment, you need to have QuickBooks 2018-2021 to import QBO files.

The videos below show how to convert a transaction file to QBO format, using the Bank2QBO converter.

For Windows:

For macOS:

Import into QuickBooks through the IIF format

IIF format is the format to use for all QuickBooks versions. It allows to supply more details about transactions like expense/income account or class. Unlike the QBO format, that requires 'matching' under the Bank Feeds after QBO import, the IIF format requires vendor names, account names to be exact to what you have in Quickbooks otherwise Quickbooks will create new vendor and account records during IIF import.

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Quickbooks Online does not import IIF files.

Use Bank2IIF to convert CSV, Excel (XLS, XLSX), TXT, OFX, QFX, QBO, QIF, PDF to IIF

What are the main differences between QBO and IIF import into QuickBooks?

QBO import requires Internet connection with QuickBooks allowed to access the Internet, IIF import is completely offline
QBO import allows to apply renaming rules to assign payee or vendor even if it is different on supplied QBO file from the record in QuickBooks, and assign the expense account during import. IIF must have expense accounts supplied as you have them in QuickBooks. Bank2IIF allows to do that through the category column or provide default expense account.
Imported QBO transactions go first into the Online Banking Center, where you can review, delete, match and finally include into the register. QuickBooks provides two Online Banking Center modes, completely be their user interface and actually how transactions are imported. IIF import is done directly into QuickBooks transaction register.
QBO import requires QuickBooks to be no older than three years. IIF keeps importing without asking you to upgrade.
QuickBooks Online imports QBO files only, QuickBooks Online does not import IIF files.

The video below shows how to convert a CSV file from your bank or credit card statement to IIF format and import into Quickbooks, using CSV2IIF converter.

What is the QBJ format?

The QBJ format is the latest format supported by Quickbooks to create General Journal Entries. Quickbooks accountant edition allows your accountant to create general journal entries for you, export them as IIF files, send to you and you import them into your Quickbooks.

How is the QBJ format different from QBO and IIF formats?

The QBJ format is for General Journal Entries. QBO and IIF files are for transactions.

QBJ files can have one or more general journal entries.
Each entry is for a specific date
Entry lines belonging to the same entry have the same date
Each entry line is either debit or credit
Each entry balances within itself (total debit amount equals total credit amount for all lines)

CSV2QBJ allows you to create general journal entries in Excel and then convert to QBJ and import into Quickbooks. Working in Excel with general journal entries is faster than directly in Quickbooks. In addition, importing QBJ files creates audit record in your Quickbooks, so you can review easily created entries.

The videos below show how to convert CSV/Excel General Journal Entries to QBJ and import into Quickbooks, using CSV2QBJ converter.

For Windows:

For macOS:

Import into QuickBooks Desktop

QuickBooks Desktop imports QBO, IIF, QBJ files. If your QuickBooks version is older than three years, use the IIF format. If you have QuickBooks 2013 or later, you may also use QBJ format. QuickBooks Online imports QBO, QFX, OFX, CSV (limited) files.

Import as the QBO (Web Connect) format

Your QuickBooks version must not be older than three years to import QBO files. QBO (Web Connect) files are imported under Bank Feeds in QuickBooks where they are matched to vendor records and assigned expense/income accounts. QBO files do not carry expense/income accounts (categories) as the categorization is done after import in QuickBooks.

Convert CSV/Excel/TXT/PDF/QFX/QIF/OFX files to the QBO format or correct an incorrect QBO file: Bank2QBO

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Import as the IIF format

The IIF format is considered 'low level' or 'system' format and QuickBooks imports it right into its database, so you have to be precise with the data you provide. Typos and mismatches will result in new vendor records and accounts created. Always do a backup (as with any other import) for QuickBooks company file before any IIF import. Putting aside the scary part, this is a great format widely used and you can import data quickly. If you just figuring out QuickBooks, start with the

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