QuickBooks Data Options dialog

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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

Top of page

Share This