Mail User Guide

Since Wave will not have specific transaction history, only balances, make sure you keep a copy of your old accounting information for your records! Compare trial balances. To make sure you're all set up with the correct balances, run a Trial Balance in Wave. Then, compare Wave's trial balance with the balance from Quickbooks in Step 3. When it comes to Quickbooks for windows and Quickbooks for mac, the software needs a separate installation process and the download file. For Quickbooks, the installation file is separate for every operating system. It is not much difficult to convert the company file to a Mac version that would easily open in your Quickbooks for MacBook.

Mail can import email messages that have been exported in mbox format from other email apps, and import mailboxes exported from Mail on a Mac. You can export mailboxes in mbox format.

Importing Quickbooks For Mac To Waverly

Import mailboxes

1. In the Mail app on your Mac, choose File > Import Mailboxes.

2. Select a source in the list, read the information that appears below the list, then click Continue.

   • If you’re importing a mailbox exported from Mail or a folder in the ~/Library/Mail/V8 folder on another Mac, select Apple Mail. To get to the Mail folder on a Mac, click the desktop to make sure you’re in the Finder, press and hold the Option key, choose Go > Library, then click the Mail folder.

   • If you’re importing messages from a Windows or UNIX computer, select “Files in mbox format,” then locate the folder containing the files.

3. Reorganize the imported messages, if you like.

   The messages are in a new mailbox called Import in the Mail sidebar. You can drag folders and messages from the Import mailbox to new or existing mailboxes, then delete the Import mailbox.

Export mailboxes

1. In the Mail app on your Mac, select one or more mailboxes, then choose Mailbox > Export Mailbox.

2. Choose a folder or create a new folder, then click Choose.

   Mail exports the mailboxes as .mbox packages. If you previously exported a mailbox, Mail doesn’t overwrite the existing .mbox file; it creates a new .mbox file, such as My Mailbox 3.mbox.

If you’ve been in business for a while before buying QuickBooks for Mac, you probably have contacts saved in Address Book or a spreadsheet. In QuickBooks for Mac, you can import your contacts so you don’t have to enter them manually. It’ll save you a lot of time.

Video Script:

Hi, I’m Shelly with the QuickBooks for Mac team. Today I’m going to show you how to import your contacts, from a spreadsheet or Address Book, into QuickBooks. This is really handy when you’re first getting started with QuickBooks.

For this video, say I own a dog-walking business and I’ve just bought QuickBooks to help me run everything. I already have contacts saved in a Numbers spreadsheet and also a few more in Address Book. These are all people I do business with, so I want their contact info in QuickBooks.

So I click File > Import > Contacts. At this point, QuickBooks gives me the option to add them from Address Book or to Paste them from a spreadsheet. I’m going to start by pasting from that Numbers spreadsheet I have.

So what I’m going to do now is go back to that Numbers spreadsheet I have and copy the column of first names. Then I go back to QuickBooks and select the top row in the First Name column and paste the names I copied. Now I keep doing that for each of the columns until I have everything in my spreadsheet in this table in QuickBooks. Now, if I don’t have the info for a column in the table, it’s fine. I just leave that blank.

Now I want to add the contacts in my Address Book. So I go down her to the Action menu and click Add from Address Book. This window come down and you can see that all the contacts I have in my Address Book are here too. So I select all the contacts I want to import and click OK.

Now that I have all my contacts from both my spreadsheet and Address Book read to import, I can make some edits. So these two contacts aren’t customers, they’re vendors. So I’m going to change their role. And now that I’m looking everything over, I see that I’ve got a typo here that I’m going to go ahead and fix. And I’m going to add an email address. And I just got a new customer who wasn’t in either my spreadsheet or Address Book, so I’m going to add a line and enter him manually.

Importing Quickbooks For Mac To Waves

Now that I have my contact information the way I want it, I just click Import. So you see I’ve imported 20 customers and 2 vendors. Now I can go to the Customer Center and Vendor Center to see the contacts I’ve just imported. I can also edit any of the contact information any time.

Importing Quickbooks For Mac To Wavelength

Thanks for watching. For more videos and advice, you can go to quickbooks.com/littlesquare. And to find about about new videos and articles, like us on Facebook or follow us on Twitter.