QuickBooks integration overview

Alerts and notices

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.

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

  • 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.

Exporting to QuickBooks

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

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)

Related articles

Versions of QuickBooks that can be imported into Accounting CS

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