Saving it to your desktop makes it easy to find later. Make sure the company file name does not include any special characters, such as #$%^&*(). In the Save As field, enter a name for the QuickBooks file.File –> Backup to a QuickBooks for Windows.Let’s learn how round-tripping works in the Mac vs. The process of sharing your QuickBooks file with your accountant is called “round-tripping.” In a nutshell, round-tripping means your QuickBooks file will go from your Mac, to your CPA’s Windows PC, and then back to your Mac again. Intuit has made it easy to convert your QuickBooks Mac file to a QuickBooks for Windows file, and then back again.
The only problem, what happens when your CPA continues to work on a Windows computer? Don’t let the difference in operating systems scare you away from your favorite QuickBooks bookkeeper.