I copied the exported file from the thumb drive to that folder. I installed her new copy of QuickBooks 2010 for Macintosh, which created a QuickBooks Data folder inside her Documents folder. I saved the resulting file to the USB thumb drive, and then plugged it into the Mac. To export, I went to the File menu, chose Utilities, then Copy Company File for QuickBooks Mac. QuickBooks also asked me if I wanted to take advantage of something for interacting with a real accountant, but I declined, and was ready to export. QuickBooks automatically makes a local backup of that company file, and then upgrades it to the new version.
At the initial screen I chose to open an existing company file, formatted for QuickBooks 2003 in this case. Then I downloaded a demo version of QuickBooks 2010 Premier Accounting Edition, ran the installer, and fired up the new version of QuickBooks. The first thing I did after arriving on site was to copy her existing company file to a USB thumb drive so we would have a backup before starting anything. I read about it, but this was my first QuickBooks transfer, so I checked Intuit’s site for more information and was pleasantly surprised to see a much simpler method. In the past, this involved quite a few steps for both the export and the import. A consulting customer recently switched her small business from PC to Mac with QuickBooks 2003 for Windows to QuickBooks 10 for Mac.
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