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General information

Use the Integration tab of the Setup > Clients screen to specify the type of data to import or export for the selected client.

• The application uses the information selected in the Integration tab to determine if the client has been set up for data import or export.
• The Import source field in this tab corresponds with the Source field in the Source Data screen of the File > Import > Client Data Wizard. If you select a different source in the wizard without changing it in this tab, it will return to the value selected in this tab the next time the wizard is opened.
• When you add a new client (converted or manually entered in the application), the application selects None in the Import source field by default, and the client is unavailable for selection in the Import Client Data Wizard.
• You can select General to export transactions to or import client data from applications outside of the CS Professional Suite. You can also use the General option to export and import payroll journal entries and reconciliation adjustments from one Accounting CS client to another.
• When you add a new client (converted or manually entered in the application), the application selects None in the Export to application field by default, and the client is unavailable for selection in the File > Export > Transactions screen.
• The Client Options dialog (accessed from the File > Export Transactions screen) contains the same options found in the Export Client Data Options dialog (accessed from this tab). Any changes that you make in the Client Options dialog are reflected in the Export Client Data Options dialog, and vice versa.

Data integration with QuickBooks

• You can export payroll and vendor transaction data from the application in a generic file format (IIF) that is readable by QuickBooks.
• You can import QuickBooks data for this client via Import Client Data Wizard. To make the client available for selection in the wizard, follow these steps.
  1. Select QuickBooks from the drop-down list in the Import source field.
  2. Click the Ellipsis button to open the Import Client Data Options dialog.
  3. Mark the appropriate checkboxes to specify which types of data to include or exclude in the import, and then click OK to save the import options.
  4. Click Enter to save the client record.

Exporting client payroll data

Prior to exporting client payroll transaction data, you can specify the export options in the Export Client Data Options dialog (accessed from this tab) or in the Client Options dialog (accessed from the File > Export Transactions screen). For each client selected in the Export Transactions screen, the application exports data in a file format (XML or IIF) that is compatible with the application to which it is being exported.

You can also use the Export Client Data Wizard to create a QBW file that can be used to transfer transactions and setup information to QuickBooks (Pro, Premier, and Enterprise versions that are currently supported by Intuit).

Fields & buttons

Export Transactions

Import Client Data

Export W-2s

Time Rack

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