QuickBooks for Mac

"The only way to undo a reconciliation in Mac is to go to the register and uncheck those transactions that got cleared, using the CLR column."
Thanks to Jennifer Fisher for this FAQ answer.

"You can use Aatrix, or the new one that Mac added last year, Paycycle, I do not use either, but from the forums I would say people like the Paycyle better, and YOU CAN get to it from inside the Mac version of QB 2007Pro."
Thanks to Ron (rjkconst) for this FAQ answer.

See this Knowledge Base article for details on setting up manual payroll in QuickBooks for Mac.
Thanks,
Nic

First troubleshooting step for any printing issue:
"What I would suggest is that you trash your QB printer prefs then re-open the program and try again. You'll find them under
Users>YourName>Library>Preferences>com.intuit.quickbooks2007.plist.
This will cause you to have to re-set any other printer prefs you may have selecte (page size, printer selection, etc)"
Thanks to veravumstucker for this FAQ answer.

The limit for the description field in Windows is 4093 characters, and the field word wraps. In Mac, there is a limit of 3 rows of 65 characters, with no word wrapping. That gives a maximum of 195 characters. If you are maxing out the first line of the description field, you'll need to move to the next line.

PROBLEM: Batch printing of statements results in apparent 'mis-feeds', line-feeds, blank pages and other Statement Form defects.
PROBABLE CAUSE: Single-page statements print well and without incident. When a multiple-page statement is encountered this will print but all subsequent statements print incorrectly.
SOLUTION/WORKAROUND: Statement printing becomes a two-step process

1. Go to Select Statements to Print window.
2. Set dates as normal and select Customers as normal. Click OK.
3. In the OS 'Print' window choose Preview.
4. Scan Previews for those customers who have a multi-page statement.
5. Click out of Print Preview and go back to "Select Statements to Print' window.
6. Choose 'Selected Customers' and then place a checkmark next to ONLY those customers who have single-page statements.
   (NOTE:This can be accomplished quickly by placing a check mark next to the first Customer name, hold down the mouse and then drag downward to quickly choose ALL customer and then DE-select the multiple-page customers)
7. Print this first batch of one-page statements
8. Go back to Print Statements and select those multi-page statement customers one statement at a time.

While the steps above may seem cumbersome at first glance, this process can be completed quickly. Intuit apologizes for the inconvenience while we work toward a solution.

I'm trying to move my MAC files to my PC. I've followed instructions to the letter. As I'm "restoring" to the PC, I get the c=44 error and then the -14113,0 mentioned by another poster. I've been through this with tech support about 15 times. I've verified and rebuilt, updated versions, everything. I think I've talked to every CS agent in India. Can someone give me info other than the standard troubleshooting steps that they take me through??
Well, I finally got a tech that knew what she was doing, and not just a front-line tech following a flow chart. The problem we identified was that there were ca. 15 "unspecified" transactions in the transaction list. Once we changed those by typing something in the memo field, I was able to transfer the file successfully to my Windows machine.

QuickBooks is restricted to the three check-form types that you see in the Check Print Setup window (standard, voucher and wallet) and those checks have to meet Intuit layout requirements. By that I mean, you can purchase Intuit-style checkstock from other vendors or from our own Supplies division. Even QuickBooks Windows which has many more years of development than the Mac version doesn't offer any alternatives. We're just not a very creative bunch of accountant-types are we?
If this is a feature you'd like to see in future versions of QuickBooks, please submit your suggestion using this link: https://qbsupport.intuit.com/qb/suggestion.do

This configuration is not supported by Intuit. Some people have been able to get this to work, however if you call technical support they will not be able to assist you in a non-supported configuration.

There are 2 ways to download data from financial institutions:
- Direct Connect: Basically you setup download parameters in the software and QB behind the scenes connects to your bank/credit card company and pulls the information automatically into QB. This feature is available in Quicken and QB for Windows only. Unfortunately some financial institutions only offer this option.
- Web Connect: You go into the bank's website, choose the dates, and download a file into your computer. You then have to go into QB and import that file manually into the application. After that the process is the same as Direct Connect. This is the only method available in QB for Mac.
What you need to do is call your bank. Ask them to let you talk with the on-line banking group (not customer service). Tell the rep that you have QB for the mac and that you need to know if they support web connect. Most will know what that means. If for any reason the rep doesn't know then explain web connect above. If the rep starts telling you about going into the QB software and setting up parameters then you know that the rep is talking about Direct Connect and you are out of luck. If they have a demo of the on-line app take a quick look at it and see how the QB feature works. If there is an option to create a QB file (as explained above) then you are good to go.

In QB, when you have the desired report, choose File > Save Report as Text and choose either commas or tabs as the text delimiters. Save the file.
In Excel 2008, open the saved file.
Yes, it isn't a one-button export, but it works!

Although QuickBooks: Pro 2006 for Mac, and all prior versions, may run on Mac OS 10.5 ("Leopard"), there are features that may not run correctly and this may put your data at risk. We recommend that if you choose to upgrade to Mac OS 10.5 ("Leopard") that you also upgrade to the latest version of QuickBooks for Mac: QuickBooks Pro 2007 for Mac. To learn more about upgrading to Pro 2007 for Mac, please visit the QuickBooks website.
For additional information about using Mac OS 10.5 ("Leopard"), please visit Apple's Website.
Thanks!
Ian Vacin
Offering Leader of Mac Financial Software

Did you read this entire list of what does not convert from QB-Win to QB-Mac? (This list is in the Help documentation for QBP 2007 for Mac.)

1. Intuit integrated payroll and payroll item lists (QuickBooks 2007 for Mac uses PayCycle, Inc. and Aatrix Top Pay for payroll services)
2. Online banking transactions that have not been accepted into a register (transactions that have been accepted will appear as payments, deposits, and transfers with associated links)
3. Online banking aliases
4. Customized settings for forms like invoices, estimates, statements, and purchase orders (forms can be customized in QuickBooks Pro 2007 for Mac)
5. Multi-user data, such as sales representative information
6. User passwords (QuickBooks for Mac supports administrator passwords)
7. Memorized reports
8. Business planning, expert analysis, and business optimization tools
9. Customized price levels
10. vIntegration with third party applications, including Microsoft Word, Outlook, and ACT!?
11. Merchant account services
12. Multiple estimates per job (QuickBooks Pro 2007 for Mac supports a single estimate per job)
13. Sales order and back order tracking (available in Premier versions of QuickBooks for Windows)
14. Assembly items (available only in Premier versions of QuickBooks for Windows) will be converted into non-inventory part items
15. Budgets created without an associated account
16. Transaction type "transfer" (will convert into a journal entry)
17. Transaction type "EFP payroll" (will convert into a payroll liability check)
18. Workers comp list
19. Vehicle list
20. Fixed asset item list
21. Multiple "ship to" addresses, Preferred Send method, and payment information for Customer:Jobs
22. User-added columns to lists