Account balance export to ProSeries (Export Client Data Wizard)

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Use the Export Client Data Wizard to export client tax data to your ProSeries tax application from Accounting CS.

Choose File > Export > Client Data.

Prior to transferring account balances from Accounting CS to ProSeries, verify that the data paths are set up correctly in both applications.

For Accounting CS: Choose Setup > File Locations > Export tab to set up file locations for ProSeries and other applications.


  • The export data is created and saved as an ASCII file, as required by ProSeries.
  • If a file of the same name already exists in the specified location for the export file, the application overwrites the existing file.

Screens, fields, and buttons in the wizard

Source Data

Source Data - Clients

Export Complete

Related topics

Setting up file locations

Exporting client data to Lacerte, ProSystem fx, or ProSeries for tax reporting

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