Wednesday, July 10, 2013

QuickBooks for Mac

Moving from QuickBooks to QuickBooks for Mac, worth the hassle?
 When you decide to switch your company file from a standard QuickBooks on Windows to the Mac version of QuickBooks, there are some things you need to know:
  • Mac 2013 will not have the same features as Pro, let alone Premier and Enterprise. Please review this link before you decide to purchase Mac 2013
  • If you do buy Mac 2013, make sure your QuickBooks for windows is no older than two years old.This means if you are using Pro 2010, you have to upgrade to Pro 2013 and then convert the file to Mac 2013. Talk about an added expense.
  • Remember that going from Mac to Windows, it has to be the same year.
  • Only data files from QuickBooks Simple Start, Pro, Premier, and Premier Accountant can be converted to Mac 2013.
  • While the majority of your information will be imported, there are some things that will not
  • Any data for multiple currency will be lost.
  • Intuit integrated payroll and payroll list items will be lost. (QuickBooks for Mac uses PayCycle and Aatrix Top Pay for payroll services)
  • Online banking transactions that were not accepted into the register.
  • Online banking aliases
  • Customized settings for forms, invoices, estimates, statements, and POs, they can be customized in Mac though.
  • Multi User data, such as sales reps info.
  • User passwords
  • memorized reports
  • Business planning, expert analysis and business optimization tools
  • Customized price levels
  • 3rd party apps are lost (word, outlook, act)
  • Merchant services
  • Sales orders and back order tracking
  • assembly items will be converted into non inventory part items
  • budgets created without associated accounts
  • workers comp list
  • Fixed asset item list
  • Multiple ship to addresses, preferred send method, payment info for customer:jobs
  • User added columns to list.
There is a lot of info that will be lost during this transition. What would be the best solution? Run a Windows virtual machine on your Mac using VMware or Parallels. This way you don’t have to buy another copy (or two) of QuickBooks. Keep your license number for Windows so you can use it on the virtual machine. This gives you the best of both worlds, you get a Mac and you’re able to keep using vital Microsoft programs such as Office.