
The Snapshot aggregates all your company information in a single view, giving you a clear overview of your business’ current financial health. But there is now a new Snapshot feature that is part of the Home Page that I found to be quite useful. While it has a new, lighter color, the tools it offers are exactly the same as what you’ll find in the last few versions of the app. QuickBooks for Mac’s Home Page is a flowchart interface that has been around for some time now.
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While this new feature makes having your accountant update your company data far less onerous than the roundtrip method, finding information on how to perform the task was challenging and, in the end, requires that your accountant own a copy of QuickBooks for Accounts.

When your accountant is done updating your data you simply import the journal information. This lets your accountant make changes to your data while you continue using QuickBooks.
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Now QuickBooks for Mac allows you to import journal entries, which is essentially the debit and credit information for every transaction you create. Unfortunately, while your accountant worked on your file you couldn’t make any changes to the data on your Mac. I know the question you’re going to ask first and the answer is, “no.” There is no file level compatibility between the Mac and Windows versions of QuickBooks and, after asking this question of Intuit for more years than I care to count, I’ll be surprised if the answer will ever be, “yes.” That said, Intuit has made it easier to send data to and update data from your accountant.Įarlier versions of the app required that you use QuickBooks’ Roundtrip feature to create a backup of your Mac data file that could be restored in the Windows version of QuickBooks.

QuickBooks for Mac’s new income tracker provides an excellent overview of your business’ financial health. QuickBooks for Mac offers a number of small new improvements that should help enhance the application’s value and give you a better clue as to how your business is doing. But QuickBooks’ new paint job isn’t the only thing that’s changed about the app. While that’s not entirely true, it’s also not too far from wrong. If this is your first look at the new QuickBooks for Mac 2014 you’re likely to think it represents little more than a change of paint on an app that is substantially the same as its predecessor.
