The client restores the back up into QuickBooks for Mac.ĭetailed steps are included below, including recommended steps that should be completed in QuickBooks for Mac prior to the transfer.The accountant makes changes as needed and uses Copy Company File for QuickBooks Mac, which is then transferred back to the client.Backup file is transferred to the accountant, preferably using a secure transfer method.Client saves a Back Up to QuickBooks for Windows.Starting in QuickBooks for Mac, this is the basic flow: As a result, round tripping is sometimes necessary in order for an accountant to make changes to a Mac client's company file. Due to the difference in the type of database that each program uses, there is not an Accountant's Copy feature available in QuickBooks for Mac. Round tripping is a term used for the process of sending a QuickBooks for Mac file to an accountant with QuickBooks for Windows.
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