OnBalance Import dialog

Alerts and notices

If you enable OnBalance Express for your client and your client registers for an account, they can use the OnBalance Express application to retrieve bank feeds and accept online payments from their customers. Also, you can use Accounting CS to import the client's data (transactions, bank accounts, and chart of accounts) so that you can process the information in the application.

Choose File > Import > OnBalance.

Fields & buttons

Select the client for whom you want to import OnBalance Express data.

Accounting CS will automatically retrieve data for all transactions (checks, deposits, payments, and transfers), expense categories, and bank accounts. To include bank accounts that are flagged as inactive, mark the Include inactive checkbox.

Use the Import date range fields to specify the date range for which you want to import the client's data.

Click this button to retrieve the client's data from OnBalance Express.

Click this button to open the OnBalance Import - Manage Data dialog and display the data Accounting CS retrieved from OnBalance Express. Use this dialog to select the OnBalance Express items to map to Accounting CS items, the items to import as is, and the items to skip during the import.

Related topics

Setting up a client for OnBalance Express

Importing client data from OnBalance Express

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