Export Client Data wizard overview

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Use the Export Client Data wizard to create export files for transfer to the following applications.

Transactions available for transfer to QuickBooks

  • Payments (regular and accounts payable)
  • Deposits
  • Journal entries (adjusting, reclassifying, prior-period, and recurring)

Setup information available for transfer to QuickBooks

  • Chart of Accounts

To open the Export Client Data wizard, choose File > Export > Client Data.

Related topics

Setting up file locations

GoSystem Tax RS integration

Tax export to Lacerte

Tax export to ProSystem

Account balance export to ProSeries

Adding custom tax codes

Entering tax code adjustments

Video: Exporting data to a Microsoft Excel file for tax reporting

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