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#Quickbooks mac 2019 desktop vs pro how to#
#Quickbooks mac 2019 desktop vs pro for mac#
#Quickbooks mac 2019 desktop vs pro upgrade#
#Quickbooks mac 2019 desktop vs pro pro#

Once the file is returned by your accountant, you’ll need to convert it to a QuickBooks Desktop for Mac 2019 file (.pb2016 file extension). You can click Show File in Finder to locate the file on your Mac. QuickBooks will then create a QuickBooks backup file (.qbb file extension). Note: If you do enter a password, be sure to share it with your accountant! Enter a password or, if you don’t want to password-protect the file, leave the fields blank. QuickBooks will prompt you to create a password to protect your company file.

Click Save. If you have a Dropbox account and you want to save the file to your dropbox, click Select Dropbox Folder.

Once QuickBooks tells you that the verification is successful, name the converted file and navigate to where you want to save it.

Click Verify (recommended) or Skip Verify.

Go to File and select Save File for Accountant.

Also, you cannot work in your company file while your accountant is working on the file. I'll also share the steps below for additional details. Please take note that your accountant should be on some 2019 version of QuickBooks for Windows. I think jonh-pero is referring to this link: QuickBooks Desktop for Mac 2019 User’s Guide. Let me help you create a file that you can send to your accountant, Nancy.

#Quickbooks mac 2019 desktop vs pro upgrade#

I've also added this article for more information about the QuickBooks Desktop Discontinuation Policy: QuickBooks Desktop Service Discontinuation Policy and Upgrade Information.įeel free to get back to me if you need help.

Then, you're good to send the accountant's copy. Once done, let your client convert the file back to QuickBooks Desktop for Mac. Restore the file in QuickBooks for Windows.Move the file to your Windows computer.Enter and confirm your password and select OK.Click Export and then select To QuickBooks for Windows.Just a heads up, you can only send an accountant's copy if both you and your client have the updated QuickBooks Desktop version.Īfterward, let your client get their company file ready and convert it. When sending an accountant's copy in QuickBooks Desktop for Mac, your client has to convert their file to QuickBooks Desktop for Windows.

#Quickbooks mac 2019 desktop vs pro how to#

Take a look at this video on how to pay bills online with QuickBooks Desktop.I'm here to share some information when sending an accountant's copy, Stusaltz. Once the payment is processed, QuickBooks marks the bill as paid, for visual confirmation. Vendor payment details are securely recorded with Melio and not in the QuickBooks Desktop Company file. Separately, they can choose how their vendor will receive the payment - as a deposit in their bank account (ACH) or as a paper check. QuickBooks users can choose to pay their vendor bills by ACH, debit or credit card.

Assign a specific day for the payment to be processed and sent. Optionally, on demand, users can select Sync Online Bill Payments from the menu bar to sync these details with the QuickBooks Company file.įeatures: Users can schedule vendor payments online from within QuickBooks. As the charges are deducted from your funding source, QuickBooks will record the fee bill as paid. Note: If paying a vendor bill with a payment type that includes a separate processing fee, QuickBooks will create a vendor named Melio, and these charges will be added as a vendor bill. Optionally, from a displayed vendor bill, select Schedule Online Payment from the top right of the main ribbon. How to find it: From the menu bar, select Vendors > Pay Bills.

#Quickbooks mac 2019 desktop vs pro pro#

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022 and all editions of Desktop Enterprise 22.0.