Steps to Convert QuickBooks Mac to Online

QuickBooks Mac is a perfect accounting solution for accounting professionals. QuickBooks Mac users can easily manage expenses, sales, and accounts payable. But after being a perfect solution for professionals, users may find difficult to use this software from outside. They are bound to use QuickBooks Mac on the Desktop. You may need a cloud-based accounting software (QuickBooks Online) here to access your company file from anywhere at any time. Users can easily convert QuickBooks Mac to Online by following the simple steps. By importing your data, you can avail of the exciting features of QuickBooks Online that might not be experienced in the Desktop version.

In this article, we will provide you the steps to convert QuickBooks Mac to QuickBooks Online. Also, we will discuss the benefits of using a cloud-based accounting solution.

Let’s check out some important points that need to consider before importing Mac data to Online.

Important points that you should aware of before converting Mac to Online

You may know the following points before converting QuickBooks Mac to QuickBooks Online:

1. You should have the login credentials for both QuickBooks Mac and QuickBooks Online account.
2. If you have turned on Payroll in QuickBooks Online, then do not need to convert the file.
3. The company file doesn’t matter but the targets of the company file must not be above 350,000.
4. You can import inventory only from QuickBooks Desktop for Windows. Also, save the company file as a QuickBooks desktop for Windows file. You need to use the latest version of QuickBooks for Windows to convert your file.
5. If you are working on the older version than 2016 of QuickBooks for Mac, then you first need to install the free trial to convert QuickBooks Mac to Online.
6. You will be able to convert your Mac data to QBO within the 60 days of the QuickBooks Online Company.

How to convert QuickBooks Mac to Online?

Follow the steps written below to convert QuickBooks Mac to QuickBooks Online

Step 1: Import your QuickBooks Mac data into QuickBooks Online.

Before attempting the following steps, ensure that you are using the latest version of QuickBooks Desktop for Mac.

1. Launch the QuickBooks Desktop for Mac Company File.
2. Now, click on Export to QuickBooks Online by selecting the File.
3. After that, you have to log in to your existing QBO account by using your User Id and Password. You need not to create a new account while importing the data.
4. Choose Ok, got it.

Once you have connected to QuickBooks Online, you will get an email confirmation. This whole process can take up to 24 hours.

Step 2: Verify the Imported Data

After importing the data into QuickBooks Online. You have to verify that the data had been imported successfully. To do so, you need to access a Profit & Loss statement and a Balance Sheet report in both software QuickBooks Online and QuickBooks Mac. You can use the following parameters for both reports:

1. Use the Accrual Method for the reports.
2. All dates.

Other steps to convert QuickBooks Mac to Online for QuickBooks Mac 2016

You can also QuickBooks Mac 2016 data directly to QuickBooks Online by following the steps written below:

• First of all, select QuickBooks and click on Check for QuickBooks Updates.
• Then, update it to the latest release.
• Restart QuickBooks Mac.
• Select File and choose Export > To QuickBooks Online.
• After that, you will get an email.
• Sign-in to the data.

Steps to Convert QuickBooks Mac to online for QuickBooks Mac 2015 and earlier versions

• You first download the trial version of QuickBooks Mac 2016.
• Now, you have to upgrade the data file.
• Select File and click on Export > To QuickBooks Online.
• After that, you will get an email.
• Sign-in to the data.

Why do you need to convert QuickBooks Mac to Online?

It is obvious that convert QuickBooks Mac to QuickBooks Online is not a force adaption for any business. However, we have highlighted some outstanding benefits of converting your Mac data to QuickBooks Online.

1. Easy to Share File: In Mac, you have to create several emails of different versions for the same file while sharing a file to different CPAs or departments. On the other hand, In QuickBooks Online, you can share the same file to different users without having an issue and that can also be updated as per the requirement.
2. No Update Restrictions: You have to face restrictions while updating the version to the latest release. As a result, the software gets old and outdated. In contrast, you can easily update your QuickBooks Online.
3. Remote Access: This feature is only available in QuickBooks Online. You can access your QuickBooks file along with other files from anywhere at any time by using this feature. The Remote-Access allows you to access your company file from anywhere that can’t be availed in QuickBooks Mac version.
4. User Permissions and Collaboration: In QuickBooks Mac, your files get protected with user permissions restrictions but it doesn’t provide real-time collaboration. While in QBO, multiple users can work at the same time on the same file. This helps in enhancing the productivity of the business.

We hope that you have understood the benefits of using cloud-based accounting software.

To Sum Up:

Hopefully, the aforementioned article proves to be usable when you have to convert QuickBooks Mac to Online. You will also get the points that need to be taken into consideration before converting Mac to Online in the blog. If you are still experiencing issues during the conversion of Mac into QuickBooks Online, then do not worry. You can get in touch with us by dialing our toll-free QuickBooks MAC Support Phone Number +1-877-221-952O. We feel happy to serve you.