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#Make an account copy in quickbooks for mac how to#
#Make an account copy in quickbooks for mac for mac#
#Make an account copy in quickbooks for mac pdf#
#Make an account copy in quickbooks for mac software#

LeanLaw will show you how to setup and use trust accounting in QuickBooks Online with and without LeanLaw. Please contact us if you have any questions or if you want more information about how LeanLaw can make your small law practice more efficient.īelow is a breakdown of both videos: The Easy, LeanLaw Way to set up your Legal Trust Accounts: LeanLaw expands the capabilities of QuickBooks Online and makes legal trust accounting a breeze. QuickBooks Online is a great tool for small law firm accounting. Watch this video to see how easy Trust accounting can be: If you’re not ready to engage LeanLaw, but you work in QuickBooks Online, here’s a video that will explain how to set up your Chart of Accounts without the help of LeanLaw (the hard way): What used to be a daunting 12-step trust accounting process in QuickBooks Online is now one click. You don’t have to sync because LeanLaw syncs automatically in real time.Įven better: IOLTA accounting is built into the invoicing workflow: You can make legal Trust deposits and pay invoices from Trust using LeanLaw.

#Make an account copy in quickbooks for mac software#

LeanLaw’s deep integration with QuickBooks Online means that your law firm’s legal billing software and QuickBooks Online are no longer out of balance.

Click OK when prompted to restore a QuickBooks for Windows file.Setting up Trust: Chart of Accounts in your Legal Accounting Software.

Transfer the file (now appended with the.

Note: It is best to simply save the file to your desktop for ease of access.

Select File > Utilities > Copy Company File for QuickBooks for Mac.

Open the company file in QuickBooks for Windows.

#Make an account copy in quickbooks for mac for mac#

Type "yes" and then click OK when prompted to convert the file.Ĭonverting the Same File back to QB for Mac.

QBB file that came from the Mac user and click Open.

Select Local backup and click Next (Open Backup Copy window opens).

In the Open or Restore Company window, select Restore a backup copy and click Next.

E-mailing the file(s) could potentially cause unseen damage. Note: Intuit recommends that the file is transferred via CD or USB or FTP. Transfer the file (now appended with the required. It's a good idea to print this for the QuickBooks Windows user to refer to when restoring the file.

#Make an account copy in quickbooks for mac pdf#

Note: When complete, an instructional PDF file is offered for printing. Note: It is best to simply save this file to your desktop.Ĭlick Save and allow the backup process to run. Specify a file name and save location in the Save As window.

Select File > Backup to QuickBooks for Windows.

Open the company file in QuickBooks for Mac.

If any are found, edit the transactions and remove the memos, then rebuild the file again (see step 5).

Check for any memos with names longer than fifty (50) characters or containing special characters.

Note: A checkmark appears when the column is selected.

Select All from the Dates drop-down field.

Select Reports > Custom Transaction Detail Report (Modify Report window opens).

Run the Custom Transaction Detail Report, changing the date range to All and enabling the Memo column.

Rebuild the company file (select File > Utilities > Rebuild Data).Delete all memorized transactions and memorized reports.Note: Select QuickBooks > Preferences > My Company to find the company name. If there are any, rename the file and remove the special characters. PROCEDURE: Preparing the FileĬheck for any special characters in the file name and company name. Due to differences between operating systems, converting a file from QuickBooks for Mac to QuickBooks for Windows requires some file preparation. Reference the steps below to learn how to convert a QuickBooks file. For that reason, it is sometimes necessary to convert a file from the Mac version to the Windows version, and then back again. Because QuickBooks for Windows and QuickBooks for Mac use different types of databases, there is not an Accountant's Copy feature available in the Mac version of QuickBooks.