QuickBooks Data Options dialog

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

For Accountant's Assistant users: From the CSA main window, choose Utilities > Accountant's Assistant > QuickBooks Pro - Account Balances Only.

For Trial Balance CS users: From the CSA main window, choose Utilities > Import > QuickBooks Pro Account Balances.

Fields & buttons

Click either of the following data options and then specify the desired settings for the option you have selected.

Data options

Retrieve QuickBooks data

Generate CSA information for QuickBooks

Related topics

Import QuickBooks Pro account balances - overview

Importing QuickBooks Pro Account Balances for the first time

Using the Export via the Internet option for QuickBooks

Transferring transactions from CSA to QuickBooks

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