On the Advanced tab of the Settings dialog box in QuickBooks Online, you can turn on account numbers for the accounts in your Chart of Accounts. To make changes to those accounts, choose Gear→Chart of Accounts. On the page that appears, you can perform a variety of functions.
As with single user mode, Shirley sets up user accounts for each user who is accessing the company file. But unlike single user mode, in multiuser mode, all four users can log into the company file with those user accounts and work on the company file on different computers at the same time.
For example, you can print a list of your accounts (click the Print button) or a more inclusive report that provides you with more information about each account (click the Report button). And, you can delete an account you have not yet used by clicking it to select it and then clicking the Delete button.
The screens you use to add or edit an account look almost exactly alike. Because you’ll need a bank account for your company, these steps examine the screens as you create your bank account. If you plan to connect your QBO bank account to its corresponding account at a financial institution, don’t follow these steps.
And, if you decide now that you don’t want to connect and later you decide that you do want to connect, all isn’t lost. You can merge the bank account you create here with an online version.
Follow these steps to create a new account in QBO:
To ensure an accurate bank balance in QBO, reconcile your bank account before you set up the account in QBO.
- Click the New button on the Chart of Accounts page to open the Account dialog box.
- Open the Category Type list and choose Bank.
- Click the entry in the Detail Type list that most closely matches the type of account you want to add.QBO uses the choice you make in the Detail Type list as the account’s name, but you can change the name to something else. For my example, I chose Checking and changed the account name to Checking-Chase Bank.
- If you’re using account numbers, supply a number for the new account.You can, optionally, supply a description for the account.
- You can enter your account’s balance as it appears on the last statement you received from your bank.
- Click Save.QBO redisplays the Chart of Accounts page and your new account appears in the list.
If you turned on account numbers on the Advanced tab of the Settings dialog box, you’ll need to assign an account number to each account. Although you might be tempted to edit each account, there’s an easier way. Click the Assign Account Numbers button, and QBO displays the screen shown.
If you edit an account, don’t change its type unless you’re sure you know what you’re doing. Consider consulting your accountant before you make a change to an account’s category or detail type. You also can identify if the account is actually a sub-account of another account.
Type a number for each account; on the bottom right corner of the screen, there’s a Save button that isn’t visible here; click the Save button when you finish adding account numbers. QBO displays the account number as part of the account name on the Chart of Accounts screen.
And finally, balance sheet accounts have registers; by clicking the Register button, you can display the transactions in that account register. You can identify balance sheet accounts by looking in the Type column; balance sheet accounts display one of the following account types:
- Bank
- Accounts Receivable
- Other Current Assets
- Fixed Assets
- Other Assets
- Credit Card
- Other Current Liabilities
- Long Term Liabilities
- Accounts Payable
- Equity
You might be wondering about the QuickBooks Labs option on the Gear menu. Intuit calls the QuickBooks Lab its “high-tech playground.” If you’re adventurous, check the lab and turn on experimental features to see how they work.
Home›Quicken for Windows›File Conversion and Backup (Windows)edited November 2018 in File Conversion and Backup (Windows)
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- edited November 2018No you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.Quicken Mac Subscription; Quicken Mac user since the early 90s
- edited November 2018
The Quicken Cloud Account data is linked to a specific data file, since you can not use the same data file in both the Win and Mac versions of Quicken, what you are asking is not possible at all.No you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.
That does not prevent you from having more than one data file in the Quicken Cloud tied to the same Quicken Id, they just can't be tied together by syncing.-splasher using Q since 1996 - QW 2015, 2016, 2017 & Subscription - Win10
-Questions? Check out the Quicken Windows FAQ list - edited November 20180
- edited November 2018
Not entirely correct. This may be true between a QWin and QMac file but QMac QM2017 v4.6.8 introduced an undocumented (and untested?) ability to sync between 2 desktop files using Quicken CloudNo you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.
(as per the Release Notes 'NEW: Sync Asset accounts between 2 Macs')
It has been tested a lttile by RickO and found that this also works for QM2018 (but not for asset accounts, yet) (and presumably with QM2019).
YMMV and use with caution.
All that said, you need to understand that Quicken only supports one file at a time. There is no way to sync 2 separate files automatically (other than exporting from one and importing to the other OR moving a file back and forth). And Quicken is not designed for multi-user usage, so, the options to 'share' a data file are work-arounds. That said, there are 3 alternatives you can consider:- If you have mobile devices (iOS or Android) and if all you want to sync is cash, bank, and credit card accounts, consider using Quicken Mobile on a mobile device. You can sync more than one mobile to the same data file located on one of your computers, as long as you use the same Intuit ID associated to the data file. Note that this is limited to sync 24 months plus new transactions.
- You can now also do this with QWeb, which provides access and functionality very similar to mobile devices but is web based.
- use remote access software (several free options, e.g. NoMachine and Teamviewer) to access Quicken on one computer from the other, or even mobile devices (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ )****. If both are Macs, the built-in Mac OS X screen-sharing may work for you too. The advantage of these solutions is that you retain access to all the features of Quicken, unlike Quicken Mobile. The trade-off is that the host computer cannot really be used for anything else while using Quicken with these remote solutions.
****Though it is written with Macs in mind, many of the solutions work on Windows too.
(If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:- Quicken Windows FAQ list
- If you have mobile devices (iOS or Android) and if all you want to sync is cash, bank, and credit card accounts, consider using Quicken Mobile on a mobile device. You can sync more than one mobile to the same data file located on one of your computers, as long as you use the same Intuit ID associated to the data file. Note that this is limited to sync 24 months plus new transactions.
- edited November 2018
@smayer97 you need to look at the answers that were given, and the original request.No you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.
The request was to do it between a Mac and a Windows data file.
It isn't possible because they aren't going to be the same data file. Not to mention it would probably be a disaster if it was allowed to do it between two different data files not to mention one on each operating system.
BTW as for 'undocumented/tested features' I can tell you that in fact Quicken Windows will do exactly what you have said and sync two data files through the same Quicken cloud account/data file. There is in fact two reasons for this, one being a bug. The first is pretty simple to understand. If I copy a data file to another computer and then try to sync, currently the computer you are on isn't taking into account at all. It will do the sync. Now if I go back to the original/computer data file, it will certainly sync too. Of course that doesn't mean it won't do it by deleting accounts, adding accounts, categories, transactions, budgets, ....
from what I have seen Quicken syncing to the Quicken Cloud account can't
even be done 100% reliably even if only one Desktop computer is
involved, I certainly wouldn't talking about trying to get it all
working right with multiple Desktop computers syncing to the same
Quicken Cloud account/data file.
In the case of the bug, the bug is the way Quicken Windows identifies a data file.
There is a buried unique Id in the data file.
The bug is that whenever you copy the data file, the unique Id never changes.
So you can imagine that you setup a data file to a point where you like settings and such, and then make multiple copies to start 'different data files'.
Each to be used for completely different purposes. Well if these 'different data files' are connect to the same Quicken Id, Quicken cloud will not be able to tell that they are 'different', and the result is a cross linking of data files. Certainly not going turn out nicely.
One thing I don't think a lot of people realize is that with the current setup, there is really only two data files syncing. There is the data file on the Desktop (with all the data) and there is the Quicken Cloud data file(with partial data). The Quicken Mobile app and Web are more GUIs to the Quicken Quicken data file then separate data that needs 'full syncing', like is needed between the Quicken Desktop data file and the Quicken Cloud data file. The more 'data files' that have to be kept in sync the more chance of problems. - edited November 2018
You call the syncing between 2 data files a bug but I disagree as this was published as a feature in the Release Notes. It just lacks documentation and certainly does appear to be a work in progress.No you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.
And surely it has not been worked out to sync between QMac and QWin data files. That is why I presented alternatives.
I agree that there are MANY issues with syncing to Quicken Cloud, whether it be QMobile or QWeb, so I would expect that there would likely be problems with syncing with the desktop data file. That said, syncing with QCloud IS a feature, albeit a problematic one. That is why I add the caveat emptor.
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:- Quicken Windows FAQ list
- Quicken Windows FAQ list
- edited November 2018
Still, all of that is an answer to a question that wasn't asked. It may be good information for someone somewhere, but it clutters up a question many more people have about Mac-Windows syncing -- which deserves the simple original answer from @RickO that it can't be done.No you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.QMac 2007 & QMac Subscription • Quicken user since 1993 - edited November 2018
I agree that the simple answer to the original question is NO. But as is often the case, there may be alternatives for users to consider that may achieve the overall goal intended; in this case, that of sharing data online. That was the purpose for my replies. After all, isn't that one of the purposes of this forum?No you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.
(If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:- Quicken Windows FAQ list
- Quicken Windows FAQ list
- edited November 2018
I agree. Other users may read these responses, so providing responses with a broader scope than the original topic is completely appropriate.No you cannot share a file from Mac to PC or vice versa. The data file formats for Mac and PC are completely different. Linking both a Mac and PC data file to the same Quicken cloud account may work to some degree, but in reality, it is asking for trouble.Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list