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 workflows and articles when preparing to import data from QuickBooks into Workpapers CS.

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

If you are working in either the Virtual Office CS (VO) or Software as a Service (SaaS) environments, we recommend that you review the following PDF to familiarize yourself with the CS QuickBooks Data Utility. These guides provide procedures for installing the CS QuickBooks Data Utility, and using the utility to create an export file, and to import a .QBW file into QuickBooks.

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

Related articles

Versions of QuickBooks that can be imported into Workpapers CS

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