Accounting CS
Accounting CS enables you to import client data from QuickBooks and 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.
Importing from QuickBooks
We recommend that you review the following workflows and articles when preparing to import data from QuickBooks into Accounting CS.
- Importing client data from QuickBooks (workflow)
A graphical workflow that guides you through the process of importing client data from a locally installed version of QuickBooks or from QuickBooks Online.
- Importing account balances and the chart of accounts from QuickBooks (workflow)
A graphical workflow that guides you through the process of importing account balances and a chart of accounts data from a locally installed version of QuickBooks or from QuickBooks Online.
- Importing client data from QuickBooks
An article that includes requirements, details, and step-by-step instructions for the QuickBooks data import and information on the CS QuickBooks Data Utility.
- Importing client data from QuickBooks Online
An article that includes detailed steps for importing client data from QuickBooks Online and steps to verify that the data was imported correctly.
- Importing QuickBooks account balances via the Spreadsheet Import Wizard
An article that provides steps for exporting data from QuickBooks to a spreadsheet file and then importing that data into Accounting CS. It also includes links to sample spreadsheet files are also available that you can download and use.
Exporting to QuickBooks
We recommend that you review the following workflows and articles when preparing to export data from Accounting CS to QuickBooks.
- Exporting client data to QuickBooks (workflow)
A graphical workflow that guides you through the process of exporting client data from Accounting CS to QuickBooks.
- Exporting payroll journal entries to QuickBooks using IIF files
An article that provides steps for creating an export file (XML or IIF) in Accounting CS and then importing that data into QuickBooks. It also includes examples and common troubleshooting scenarios.
- Exporting reconciliation adjustments to QuickBooks using IIF files
An article that provides steps for setting up an export file that contains reconciliation adjustments and saving it to a specified location.
- Exporting payroll journal entries to QuickBooks Online
An article that provides steps for exporting payroll journal entries from Accounting CS to QuickBooks Online.
- Exporting client data to QuickBooks
An article that provides steps for exporting data directly to QuickBooks or via the QuickBooks Data Utility.
Special information for firms using Accounting 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 PDFs 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 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)
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Versions of QuickBooks that can be imported into Accounting CS |
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