Update: This article was last updated on 5th August 2020 to reflect the accuracy and up-to-date information on the page.
Tired of the QuickBooks Mac Desktop usage and the frequently popping issues? Switching to Windows format in QuickBooks cloud hosting environment can reduce the stress and costs involved in resolving the issues that occur each day.
This platform is suitable to work with and offers a considerable level of security for encapsulating all your crucial financial data in a closed remote server space that is open only to authenticated access.
For making a successful and hassle-free switch to QuickBooks on the cloud without losing any chunks of your business data, here are the steps you need to follow:
Step 1 –
Sign up for your QuickBooks Cloud Hosting account. Those of you who are new entrants to the hosting arena, it’s essential that you know well in advance about the minutest details of the server where your application and data will be installed and hosted.
Then, you can select the plan which you feel can work best for your needs.
Step 2 –
Windows-based QuickBooks hosting providers are generally better to switch to since the level of support extended for eased client usage is outstanding, thereby saving considerable time and helping accountants enhance their working capabilities and productivity.
With all QuickBooks crucial data of the client stored in Mac compatible form, there is a need to back up all that data in a format that the Windows platform can support. Here are the steps for the same:
- Open File
- Select the option Back up to QuickBooks for Windows. In this way, you will be able to save file in .QBB format, which will be needed for your next step.
- You can also set in a password to protect the file from illegal usage while saving it on the cloud servers.
Step 3 –
After backing the file in Windows format, you need to place this file in the Windows QB database. For this, here are the steps that you need to perform:
- Open File
- Open the Company
- Select Restore the Backup Copy
- Click on Next
Step 4 –
For your satisfaction, you may also backup a copy of your QuickBooks data in Mac and Windows compatible formats on your local computer.
However, it is not mandatory because once the data is successfully transferred to QuickBooks cloud hosting server and is working fine, you can have its complete backup stored in multiple copies across a series of backup servers held by the service provider. Here are the steps for storing local backup:
- Open File
- Go to Utilities
- Select Save File to Desktop and click OK
Note: It is important to keep in mind that you must use the same version of a Mac-based and Windows-based version to convert and open the file in the later system. For example, if you are using QuickBooks for Mac 2017, the receiver must use QuickBooks for Windows 2017 for seamless operation.
Step 5 –
You are now about to bring your Desktop QuickBooks to cloud-hosted QuickBooks environment. Login to the hosted server through the server credentials provided. Open your QB edition through admin credentials and start with the process. Here are the steps to follow:
- Open Company
- Select More
- Click on Import QuickBooks Desktop Data
Make sure that the file is successfully imported to the QuickBooks cloud hosting server before you start working on the same. In case, it shows an error like some components are missing, then you might have to retry the process.
If all this appears complex, you can get in touch with the technical team, offer them the details of your local computer, and server and let them do the migration for you.
If you still have a question, call our Solutions Consultant at 855-375-4955.
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