QuickBooks Data Options dialog

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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