QuickBooks integration overview

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Workpapers CS enables you to import account balances and Chart of Accounts from QuickBooks. This integration is available for QuickBooks Pro, Premier, or Enterprise versions that are currently supported by Intuit.

Client data available for import from QuickBooks

  • Account balances
  • Chart of Accounts data

Importing from QuickBooks

We recommend that you review the following topic when preparing to import data from QuickBooks into Workpapers CS.

Importing account balances and the chart of accounts from QuickBooks workflow

Importing account balances from QuickBooks

Importing client data from QuickBooks Online

Importing QuickBooks account balances via the Spreadsheet Import Wizard

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Special information for firms using Workpapers CS in the Virtual Office CS or Software as a Service environment

Information for a client using Right Networks: Using the CS QuickBooks Data Utility (PDF)

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