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QuickBooks for Mac vs Windows
From Patrick Bonnaure, founder of ProLedge Bookkeeping Services
The debate between Mac and Windows is getting almost as polarized as our beloved Congress. Until recently, the bookkeeping world had managed to remain relatively immune to this debate, but with the increased market share of the Mac in the small business space, the question of QuickBooks for Windows vs QuickBooks for Mac has started taking more prominence.
At first glance, it should not be an issue: “If you are a Windows person, get QuickBooks for Windows. If you are a Mac person, get QuickBooks for Mac”. Unfortunately, it is more complicated than this. For the foreseeable future, selecting QuickBooks for Mac will handcuff you in several ways:
Leave your browser behind with the QuickBooks Online Mac app. Download the app to your computer to access all of your online data right from your Applications folder. QuickBooks Desktop for Mac 2020 supports conversion to and from QuickBooks for Windows 2017. Footnotes: Transfer data from Quicken 2016-2019, QuickBooks Mac 2016-2019 and Microsoft Excel 2010 SP2, 2013, 2016, Office 365 (32 and 64 bit). Jul 13, 2016 He singled out the newly released Mac app as yet another step in Intuit’s mission to make using QuickBooks a more streamlined process: “Small business owners who use a Mac can now.
- QuickBooks for Mac has fewer features than the Windows versions
- The vast majority of CPAs and bookkeepers do not support QuickBooks for Mac
- Converting QuickBooks file back and forth between Mac and Windows doesn’t work well and can corrupt the data.
- QuickBooks for Mac doesn’t interface with as many 3rd party applications
I’ll expand a little bit on these items below, but if you own a Mac, your logical next question would be: “I am stuck then?”. Of course not. You have a number of options that will keep you in the QuickBooks world without having to switch to a PC:
- Accept the limitations of QuickBooks for Mac and stick with it. This is a very viable solution if you are a very small business, you don’t need 3rd party help and you have limited need for integration with 3rd party applications.
- Switch to QuickBooks Online, the web based version of QuickBooks
- Work with a QuickBooks hosting provider. From your Mac, you will get access to the full featured QuickBooks for Windows.
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Intuit is traditionally a Windows shop. They have had Mac developers for a long time, but the Mac development group is not tasked with feature innovation. Their charter is to “keep up” with QuickBooks for Windows. I am sure that many people with Intuit would violently disagree with this, but it is the unfortunate reality. Some examples:
- QuickBooks for Mac doesn’t have Premier and Enterprise versions. It has fewer features than even the Pro version of Windows.
- Fewer reports
- Fewer payroll options
- Limited inventory capabilities
- Online banking not as well integrated
CPAs and bookkeepers need to maintain their own licenses of QuickBooks to support their clients. The whole accounting profession is pretty much standardized on the Windows platform. It would be too expensive for them to maintain a park of Mac hardware and QuickBooks for Mac licenses (across multiple years) to support Mac files.
Both the Windows and Mac versions of QuickBooks have the capability to convert the company file to the other OS. However, since the feature set is different, the converted file needs to restrict itself to the common denominator. As a result, some data doesn’t transfer from one version to the other. Also, to Intuit’s own admission, the conversion is not dependable. For instance, if you convert more than a couple of times back and forth, reconciliations of the bank accounts tend to disappear. Essentially, this conversion tool should be used only if you decide to migrate from one OS to the other for good, but it should not be used as a protocol to work with your bookkeeper or CPA on an on-going basis.
In the last 5 years, the power of QuickBooks (and its dominance) has increased dramatically thanks to the myriad of 3rd party developers who have developed applications and services that integrate with QuickBooks. Unfortunately, the vast majority of this development effort has been done exclusively for the Windows version of QuickBooks. If you are on the QuickBooks for Mac, you only have access to a small subset of these developers. 5 to 10 years from now, I wouldn’t be surprised if there wasa bit more equality, assuming of course that the desktop version of QuickBooks hasn’t been supplanted by the cloud versions by then. However, as of today, QuickBooks for Mac is more “insulated”.
In summary, QuickBooks for Mac can be a very good option for you if your needs are relatively simple and you don’t need as much integration with the outside world (professionals and applications). The good news is that QuickBooks for Mac is not a dead-end. If QuickBooks for Mac becomes too restrictive for you down the road, there are multiple options for migrating to alternative solutions.
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Follow via FacebookFollow via LinkedinFollow via TwitterMENUDid you know that the QuickBooks app for Mac lets you run QuickBooks Online on your Mac faster than in a browser? And it’s free with your QuickBooks Online subscription!
But you may wonder: Can’t I just use QuickBooks Online from my browser?
Yes, you can. But here are some cool things you can only do with the QuickBooks Mac app.
1. Open QuickBooks with one click from your desktop
The QuickBooks app for Mac appears on your desktop just like any other Mac program, and you can keep it in the dock for quick access. Just click the icon to get started!
2. Stay signed in
Unlike the QuickBooks website, which signs you out after a period of inactivity, the QuickBooks app for Mac lets you stay signed in. Like, indefinitely.
Just click the Stay Signed In checkbox on the sign in page.
3. Navigate with ease
Here are a few navigation tips:
- Move easily from page to page with the Back and Forward buttons.
- Switch companies right from the toolbar.
- Bookmark your favorite pages for quick access.
4. Load pages faster
Just click items down the left navbar: Customers, Vendors, Transactions… they all pop up much faster than in a browser window.
5. Easily open multiple windows
You can easily work in multiple windows. Anti virus softwares for mac os. Drag and drop windows anywhere, even across monitors and side-by-side.
This is helpful when you want to look at several things at once, like: App store for macbook.
- The Sales Transaction list and an open invoice
- A rejected and a pending estimate
- The check form and the bank register
And windows automatically refresh — make a change in one window, and all other related windows will automatically refresh with the updated data!
Example 1
Click Create (+) and click the Detach icon (it looks like this ) to open a new invoice in a separate window.
Click Create (+) and click the Detach icon (it looks like this ) to open a new invoice in a separate window.
Example 2
Go to Transactions > Sales and drag an invoice outside the list until you see its thumbnail. Release your mouse to display the invoice in a separate window.
Go to Transactions > Sales and drag an invoice outside the list until you see its thumbnail. Release your mouse to display the invoice in a separate window.
Quickbooks Pro For Mac Download
Crestron xpanel for mac download. To switch between open windows
Press Command + ~ (tilde, below Esc).
Press Command + ~ (tilde, below Esc).
For more info on opening multiple windows, choose Help > Multiple Windows.
6. Work faster with Mac shortcuts
QuickBooks Mac shortcuts require fewer keystrokes than on the website. For example, press Option + i instead of Ctrl + Option + i to create an invoice.
From the QuickBooks Mac menu bar, choose Help > Keyboard Shortcuts to see the whole list.
7. Take advantage of familiar Mac controls
Maximize your productivity with familiar toolbar and menu options!
8. Keep on top of things with QuickView
Last but certainly not least, QuickView keeps an eye on your transactions and lets you know when something needs your attention. Right from your desktop!
Download the QuickBooks app for Mac
Is the QuickBooks app for Mac free for QuickBooks Online users?
Yes. Just download, sign in, and go!
Yes. Just download, sign in, and go!
Do I need a special sign-in?
No, simply sign in with your QuickBooks Online credentials. Super easy.
No, simply sign in with your QuickBooks Online credentials. Super easy.
Quickbooks Pro For Mac
App store. Does it automatically sync my QuickBooks Online data?
Absolutely!
Absolutely!
Quickbooks Online Mac App
This article was originally posted September 15, 2014, and updated July 1, 2016.