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M
Memo79
September 25, 2021
Question

Cant convert the windows qb file into mac file

  • September 25, 2021
  • 2 replies
  • 0 views

Hello..  I have 2 companies and only one I was able to convert from windows qb to Mac qb..  in the other company a window pops up saying only the administrator or external accountant can make the change..  I only use one username and one password for both companies..  the original version is QB contractor 2013..  what am doing wrong?  By the way the newer company is the one I had no problems with.  Thanks 

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
September 25, 2021

Are you able opening both files on QBD 2013? Do you need to convert to QBD 2021 for Mac or else?

M
Memo79 Author
October 9, 2021

Thanks for your time..  yes I can open both companies in the old qb version..  just the one I'm having trouble with won't let me open it with the admin user..  that is keeping me from converting the file to Mac..  and yes..  I hate my old computer and would like both companies running in the new computer with the new qb version.. 

Is there anything else I can do?


 

MaryLandT
MaryLandT
September 25, 2021

I've got the steps to resolve the unexpected result when converting the file, Memo79.

 

Usually, the Only the QuickBooks Administrator or an External Accountant can perform this action message will appear if there's a restriction for payroll permission for sensitive reporting.

 

You can check the permission and remove sensitive reporting. Let me show you how it's done.

 

  1. Sign in as the QuickBooks Admin.
  2. Go to the Company menu, then select Setup Users and Passwords and then Set Up Users.
  3. Highlight the user, then select Edit User.
  4. Follow the Change User Password and Access wizard to remove sensitive reporting access.

 

Once done, you can try again converting a QuickBooks for Windows file to QuickBooks for Mac.

 

I'm adding these articles for related topics about an external accountant and access roles on your company file:

 

 

Let me know if there's anything else you need by commenting below. I'll be around until you're able to successfully convert those files.

M
Memo79 Author
October 9, 2021

Thank you Mary Land Tea..  sorry for replying so late but I just had time to be in front of the computer.    I can't still convert them to Mac files..  to begin with I notice to enter this particular company it only lets me enter as a non-admin user.. I tried to log in as administrator user but only the other company I had no trouble with converting the qb to Mac files lets me log in as administrator..  this company I have trouble with lets me in with a non-administrator user and when I try..Company- Set up users and passwords, set up users, edit users.. a box pop ups saying. :You don't have permission to set up users.  Only the QB Administrator can do it.  You must reopen the company file and log in as "Admin" to set up users..

 

Is there anything I can do??  It's almost end of the year..  can I use that as an advantage to start from scratch beginning January 1st and just finish this year with this old qb version for this company i'm having trouble?

G
Giovann_G
October 9, 2021

I can share some additional steps to fix this, Memo79.

 

If you start from the beginning on January 1st and work your way up to the present, you may end up with a lot of works. Also, you're able to convert your other files even though they're both QuickBooks Desktop 2013 editions, which is unique. The older business files may have been corrupted, allowing you to log in as a non-admin user. Let's run the verify and rebuilt tools to ensure that it is free from any possible data issues.

 

These are the steps to verify data:

 

  1. Open the old company file to QuickBooks Desktop 2013 installed on your old computer.
  2. Go to File menu, then Utilities.
  3. Choose Verify Data. If QuickBooks detected no problem, you can proceed to rebuild data. If a specific error message appears. You can use this link to look for specific instructions. QuickBooks Desktop support site.

 

Here's how to rebuild data:

 

  1. Go to File menu, then Utilities.
  2. Select Rebuild Data.
  3. You will receive a warning message to backup your company file, press OK to start the backup process. This ensures you've secured a copy of your files before any changes are made to them.
  4. The Rebuild Data utility starts as soon as the backup is finished.
  5. Once you receive the message "Rebuild has completed" hit OK.

 

Close the company file and reopen it once more. You can now convert the QuickBooks for Windows file to QuickBooks for Mac if all goes well. This article provides you with detailed steps on the process: Convert a QuickBooks for Windows file to QuickBooks for Mac.

 

For future reference, you can check out this resource to learn how to reconcile your accounts: Reconcile an account in QuickBooks Desktop. The procedure to confirm that your bank and credit card statement matches your QuickBooks balance can be found here.

 

You can post a reply if you have further questions or concerns. We're always around to help you.

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