By 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. If you do not currently have a virtual machine process in place 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. Determine which plan is right for you and sign up.If you are not using QuickBooks for Mac skip to step 4.
I'll be using QuickBooks on this computer, AND I'll be storing our company file here so it can be shared over our network - choose this if you will be running QuickBooks and storing/sharing the company file on the network from this machine.
You can also reference, 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. To learn more about converting your QuickBooks desktop data to QuickBooks Online. This is pretty ridiculous. I am excited for the transition – support whatever our company does, but my experience as a contractor for several clients over the past few years is that QuickBooks is clearly Accountant- and report-centered, and not business-oriented.
Not even friendly! I have had to become an expert in so many tricks just to have an invoice be what works for a client, and even confirmed with QB reps that they simply have certain options because so many people complained about it, so – while it’s not functional for what the people need – they just added the list item to make them happy. (They confirmed it as professionally as possible when I asked to be clear.) And now, with all the designers and creative firms in this technology age, there is NO option but to have, not just a Windows machine, but Quickbooks for Windows (!!!) in order to transition from QB Desktop for Mac to QBO? It’s not like you can install your software on both platforms, that requires using someone else’s expensive software, or being “lucky” enough to have access to both platforms.
. ActiveBooks is an award-winning QuickBooks add-on that monitors your QuickBooks accounting records and emails you useful, actionable financial reports. For example, if you tell ActiveBooks to email your to you every morning, that report will be delivered to your Inbox each day, automatically! The and the describe ActiveBooks in greater detail. A notification is simply any QuickBooks information that is sent to you by email. Notifications come in two flavors - reports (emails sent at a specified time) and alerts (emails sent when something happens). ActiveBooks supports, including:.
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A/R Aging Report: How much does each customer owe? How much of each customer's balance is overdue?.
Open Invoices Report: Which invoices or statement charges haven't been paid and when are they due?. Overdue Invoices Report: Which unpaid invoices or statement charges are past due?. Customer Balance Summary: How much does each customer owe?. Payment Received Alert: Would you like to get a message whenever a payment has been received?.
Vendor Balance Summary: What is your company's current balance with each vendor?. Bills To Pay Alert: Would you like to get a message when a new bill is entered into QuickBooks?. The describes the 100+ reports and alerts currently available in ActiveBooks. ActiveBooks Starter, which supports one company file and up to 25 reports, costs $199. ActiveBooks Professional, which supports up to 5 company files and up to 50 reports, costs $299.
ActiveBooks Enterprise, which supports an unlimited number of company files and reports, costs $499. Using 2Checkout.com, which accepts all major credit cards. QuickBooks stores all the financial data for your company in a single file on your hard drive. That file is your QuickBooks Company File.
It is also called your QuickBooks Data File or simply a QBW File because it is always named with that 3-character extension. Your Company File is created when you first setup QuickBooks for your company. It is usually named after the company it represents (e.g.
'Thompson Uniforms.qbw'). Yes, ActiveBooks Professional and Enterprise editions will work with multiple company files. You can set up a new company file by selecting 'Configure QuickBooks.' From the 'Tools' menu. However, there is one wrinkle. When ActiveBooks needs to get at your financial data, it must talk to QuickBooks.
If QuickBooks is not running, it will be started and opened to whatever company file is provided by ActiveBooks. However, if QuickBooks is already running, ActiveBooks is only able to access the one company file already open in QuickBooks. Unfortunately, this is a limitation of QuickBooks. ActiveBooks will start QuickBooks as needed, even when no one is logged on to your PC. Be sure to specify a Windows user account on the window, available during the Initial Setup or from the Tools menu. No, you do not need any email software installed on your PC.
ActiveBooks will compose and send all emails, communicating directly with your mail server as necessary. Absolutely! Please send an email to with the details and we'll be happy to give you additional time to test ActiveBooks. The reviews what is needed to properly setup mail.
Simply specify multiple addresses on the 'To' line when, separating each address with a comma (,). The describes the dates that can be applied to reports. ActiveBooks downloaded classes, accounts and other items from QuickBooks as you went through the initial setup. If those items have changed since then, you will need to repeat the procedure to get the latest information from QuickBooks. To do so, please:.
Start ActiveBooks if necessary. Choose 'Configure QuickBooks.'
From the 'Tools' menu to open the. Highlight the appropriate company file. Click the 'Change / Refresh ' button. Follow the instructions to re-authorize ActiveBooks (the same procedure you went through to set up your company file). You change the user account from QuickBooks, in the Integrated Applicationssection of the Edit Preferences window. The procedure is described in this.
While ActiveBooks will work wherever QuickBooks is installed, we usually recommend installing ActiveBooks on your server. Doing so avoids issues with mapped drives and other network issues. Uptime is another important consideration. Your server is likely on 24/7, ensuring that ActiveBooks can run your QuickBooks reports at whatever times you schedule. Contrast that with your own PC, which won't be able to email any reports when it's turned off (or disconnected from the Internet). Please review this.
Unfortunately QuickBooks does not allow third-party applications to directly access its memorized reports, so those are not available to ActiveBooks. However, you may be able to re-construct your memorized report directly in ActiveBooks by selecting the appropriate settings. ActiveBooks supports date ranges, filtering by class, customer, job, and much more. Unfortunately, no, ActiveBooks can not export reports to the file system at this time. Email is the only delivery mechanism. However at least one customer uses to save his ActiveBooks emails in the Dropbox 'cloud' and processes them from there. Maybe a similar workflow is acceptable in your situation.
Probably not, as ActiveBooks is constrained by the features that Intuit/QuickBooks exposes to third-party applications (via the QuickBooks SDK). However please contact us and let us know what you need - you never know!. To find your ActiveBooks serial number (which is unique for every computer):. Install ActiveBooks, if necessary.
The latest version can always be downloaded from. Start ActiveBooks. The 'ActiveBooks: Registration' window will come up. If your serial number changes, please send an email to with:. the old/original serial number (if available). the new.
your order number/details We will respond with the new registration code. The registration code that was sent to you will only work on the computer on which you performed the registration process. If you wish to move ActiveBooks to another computer, please send an email to with:. your order number/details. the ActiveBooks-generated serial number of the old/original computer (optional). the of the new computer We will respond with the new registration code.
When you purchase ActiveBooks, your license is valid for any version with the same major version number or the next. For example, if you purchased version 14.2, you are eligible to use (free of charge) any version 14 or version 15 release, but not a version 16 release. As always, those paying to upgrade from a previous version are eligible for a 50% discount.
Please for upgrade purchases. When you purchase ActiveBooks, your license is valid for any version with the same major version number or the next. For example, if you purchased version 14.2, you are eligible to use (free of charge) any version 14 or version 15 release, but not a version 16 release. Year you purchased ActiveBooks Latest Version of ActiveBooks you can use Works with QuickBooks 2012 or before 2009-2012 2013 2013-2015 2014 2013-2016 2015 2013-2016 2016 2014-2016 Of course, you can always upgrade to the latest version of ActiveBooks at a 50% discount. Please to purchase an upgrade. Simply install the new release 'over the top' of your existing installation. All your reports and settings will be preserved.
Absolutely! ActiveBooks has passed the Windows 7/8 compatibility tests and has earned the Compatible with Windows 7/8 designation from Microsoft. ActiveBooks will only work on Windows. There is no version for the Macintosh. Absolutely!
ActiveBooks works very well with QuickBooks Enterprise (11.0-14.0) and Premier/Pro (2010-2014) - U.S. And Canadian Versions. Details in this. Details in this. No, ActiveBooks does not work with.
ActiveBooks works with the 'regular' desktop version of QuickBooks intended to manage your company's finances. No, ActiveBooks does not work with, where you record your financial data 'in the cloud'. ActiveBooks only works with the traditional desktop version of QuickBooks. Canadian: Yes ActiveBooks fully supports the Canadian versions of QuickBooks.We routinely test the Pro, Premier and Enterprise Solutions editions and can confidently saythat ActiveBooks is fully compatible with the entire Canadian family.
Australian: Maybe A handful of our customers use ActiveBooks with the Australian versions of QuickBooks so we know thatthe 'basics' work. However we have not done any testing at all on the Australian versions.
UK: No Unfortunately ActiveBooks probably won't work well with the UK versions. We've never actually tested with aUK version but we strongly suspect that the ActiveBooks-generated reports would show dollar signs instead of pounds, etc. Note that we have no plans to venture into the non-US markets at this time. That is, the situation described above is unlikely to change.
lists common problem situations and offers suggestions for how to remedy them. First, consult. Next, please ensure that you have specified a Windows user account on the window, available during the Initial Setup or from the Tools menu.
ActiveBooks may need to use that information to communicate with QuickBooks when no one is logged on to the PC. If that doesn't help, then in all likelihood QuickBooks has gotten itself in a bind. A reboot will probably remedy the situation, but please send us the following information before you reboot:.
The error message coming up when the notification fails;. The contents of the QuickBooks SDK log file, accessible from the Tools menu. This information will help us to narrow down the problem and potentially fix the issue in a future version of ActiveBooks. Unfortunately upgrading or re-installing QuickBooks can sometimes break its connection to ActiveBooks. You will need to re-authorize that connection to restore ActiveBooks functionality as follows:.
Start ActiveBooks if necessary. Choose 'Configure QuickBooks.' From the 'Tools' menu to open the. Highlight the appropriate company file. Click the 'Change / Refresh ' button. Follow the instructions to re-authorize ActiveBooks (the same procedure you went through to set up your company file).
If you have gone through the registration process and your code has been accepted, this is probably caused by a lack of rights when accessing the ActiveBooks registry key ( HKEYLOCALMACHINE SOFTWARE Core Technologies Consulting ActiveBooks, or HKEYLOCALMACHINE SOFTWARE Wow6432Node Core Technologies Consulting ActiveBooks on 64-bit versions of Windows). Please use the 'regedit' application to adjust permissions on that key. Using regedit:. Navigate to the key on the left-hand side. Right-click on the key and select 'Permissions.' To bring up the permissions window. Add your account with full control.
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In ActiveBooks version 14.1 and later, you can easily: To turn on verbose mode logging in earlier versions of ActiveBooks :. Go to C: Documents and Settings All Users Application Data Intuit QuickBooks on Windows XP/2003 or C: ProgramData Intuit QuickBooks on Windows 8/7/2008/Vista. Edit the qbsdk.ini file. If you can't find the file, or directory do a Start Run 'C: Documents and Settings All Users Application Data Intuit QuickBooks' and then edit qbsdk.ini. If qbsdk.ini is not there, just create it. Add or modify the following lines: Log Level=verbose UnlimitedSize=Y Parser DumpRequestData=Y. Restart QuickBooks and run your program.
When you are all done debugging, don't forget to restore the settings in qbsdk.ini to: Log Level=info Parser DumpRequestData=N. If you have QuickBooks 2013 and find that ActiveBooks is consistently failing to generate reports, it is probably because QuickBooks is staying open too long and interfering with ActiveBooks as it tries to schedule notifications. To prevent that from happening, please:. Start QuickBooks. Switch to Single-user mode, if necessary. Select Edit Preferences. To bring up the Preferences window.
On the left, select the General item. On the right, select the My Preferences tab. Un-check the Keep QuickBooks running for quick startups box. Click OK to save your settings.
The QuickBooks SDK Log File captures details of the interaction between QuickBooks and third-party applications like ActiveBooks. The file can provide valuable information when troubleshooting technical problems, and not to worry - it doesn't reveal sensitive financial information nor passwords! The file's location depends on the version of QuickBooks you are using:.
QuickBooks 2008 and later: C: Documents and Settings All Users Application Data Intuit QuickBooks qbsdklog.txt. QuickBooks 2007 and earlier: C: Program Files Common Files Intuit QuickBooks qbsdklog.txt. Of course! Please or fill in our and we will get back to you ASAP, within one business day.