QuickBooks Pro Date Range dialog

Show expandable text

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use this dialog to specify a date range for importing client data from QuickBooks Pro. The dialog displays the previous date range used when importing data from QuickBooks Pro (currently supported versions).

Special information

For a GL client: To enable the ability to record new entries in the Tasks > Transaction Entry window without overwriting existing balances in the Chart of Accounts, mark the Create journal entry with account balances checkbox. This option creates a journal entry transaction and posts transactions during the import process.
(Default = ON)

  • In the Transactions window, the journal entry uses QB99 as the reference and QuickBooks Accounts Import as the description.
  • The journal entry is always deleted and re-created if QuickBooks Pro data is imported into the same GL period more than once.

Note that if this checkbox is not marked and GL transactions are recorded in the current period regardless of the date range selected, existing (imported) account balances are overwritten when you post the new transactions.

See also: Import QuickBooks Pro account balances (overview)

Fields & buttons

Top of page

Was this article helpful?

Thank you for the feedback!