QuickBooks Pro data import - overview

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Accountant's Assistant is provided with the CBS Master License.

You can use Accountant's Assistant to import client data from Intuit's QuickBooks Pro, Premier, or Enterprise editions (versions currently supported by Intuit). Information can be imported into Accountant's Assistant only from the client's *.QBW files.

From the CSA main window, choose Utilities > Accountant's Assistant > QuickBooks Pro.

Related topics

Setting up a CSA client for QuickBooks Pro data import

Importing client data from QuickBooks

Using the CS QuickBooks Data Utility

Using the Export via the Internet option for QuickBooks

Processing transactions retrieved from QuickBooks Pro

Reports in Accountant's Assistant for QuickBooks Pro data

Effect of QuickBooks Pro data on accountant's files

Transferring transactions from CSA to QuickBooks

Import QuickBooks Pro account balances - overview



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