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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This dialog opens automatically when you choose to retrieve client data from QuickBooks Pro for a Write-Up CS client (via Accountant's Assistant) or for a Trial Balance CS client. Note that if the company file in QuickBooks does not contain an active payroll subscription, balances resulting from payroll checks or payroll liability checks are excluded from the import.

If the QuickBooks data to be retrieved has ever been opened in QuickBooks 2006 or higher, mark the relevant checkbox, click one of the following options, and then click OK.

See also: Importing client data from QuickBooks

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