QuickBooks integration overview

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Accounting CS enables you to import client data from QuickBooks as well as to export transactions and setup information to 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

  • Transactions
  • Chart of Accounts data
  • Bank account information
  • Payroll items
  • Vendor information
  • Employee information

Transactions available for transfer to QuickBooks

  • Checks (payee, payroll, and accounts payable)
  • Payments (regular and accounts payable)
  • Deposits
  • Journal entries (adjusting, reclassifying, prior-period, and recurring)
  • Bank reconciliation adjustments

Setup information available for transfer to QuickBooks

  • Chart of Accounts
  • Bank account information
  • Vendor information
  • Employee information

Importing from QuickBooks

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

Importing client data from QuickBooks workflow

Importing account balances and the chart of accounts from QuickBooks workflow

Importing client data from QuickBooks

Importing client data from QuickBooks Online

Importing QuickBooks account balances via the Spreadsheet Import Wizard

Exporting to QuickBooks

We recommend that you review the following topics when preparing to export data from Accounting CS to QuickBooks.

Exporting client data to QuickBooks workflow

Exporting payroll journal entries to QuickBooks using IIF files

Exporting reconciliation adjustments to QuickBooks using IIF files

Exporting client data to QuickBooks

Top of page

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

Information to give to your client: Using the CS QuickBooks Export Utility (PDF)

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

Top of page

Share This