Comment

Great article @BrandonT!   Thank you for letting us know the steps.

 

After reading this, I would actually recommend if a customer wanted to make the transition back to QB Mac, I would recommend the following:

 

  1. Wait till their fiscal year end and then start a new file. 
  2. Use their balance sheet from their tax return as their opening entry. 
  3. Abandon QBO.

But to be honest, I would probably convince them to stay in QBO first!  :cathappy:

 

Lynda