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Import QuickBooks for Mac into QuickBooks Online

Answer ID: 3205

With QuickBooks for Mac 2014 R2 or QuickBooks for Mac 2013 R11, you can transfer data directly into QuickBooks Online!

  1. In QuickBooks for Mac, choose QuickBooks > Check for QuickBooks Updates and update to the latest revision.
  2. After the update finishes and you restart QuickBooks, choose File > Export > To QuickBooks Online.

Then, once we successfully copy and import your data, we'll send you an email. From there, sign in to see your data.

If you don't have the latest QuickBooks for Mac 2014, you can use the trial version of this product to continue. In order to download QuickBooks for Mac 2014 Trial, you'll need Mac OS X v10.7 (Lion) or v10.8 (Mountain Lion). If you have an older version of Mac OS X, you will need to upgrade to v10.8 to continue. You can get that here: http://www.apple.com/osx/.

  1. Download QuickBooks for Mac 2014 Trial here: http://http-download.intuit.com/http.intuit/Downloads/2014/Latest/QuickBooksProMac2014Trial.dmg
  2. Install QuickBooks for Mac 2014 trial and upgrade your data file. ** Do the required backup in case you decide you want to remain in your previous QuickBooks for Mac version.
  3. In QuickBooks for Mac 2014, choose QuickBooks > Check for QuickBooks Updates and update to the latest revision. (If you don't see this option - you already have the updates! Go to next step.)
  4. After the update finishes and you restart QuickBooks, choose File > Export > To QuickBooks Online.

Then, once we successfully copy and import your data, we'll send you an email. From there, sign in to see your data!

Note: If you have no way to complete the steps above to import your data from your Mac, please contact us for assistance at 800.488.7330

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