Accounting CS enables you to import journal entries from Practice CS.
Pre-import procedures
To be completed in Practice CS
Before you can import Practice CS journal entry data into Accounting CS, you must first export the data to a file that Accounting CS can read. To do this, complete the following steps.
- Choose File > Export > Journal Entries.
- In the Export Journal Entries screen, select the date range for the journal entries to export.
- If applicable, click the Options button to specify account numbers for the exported journal entries.
- Click the Export button.

Importing client data
To be completed in Accounting CS
Use the client data import wizard to import the Practice CS journal entries into Accounting CS.
- Choose File > Import > Client Data.
- In the Import Client Data Wizard, select the applicable client from the Client Name field, if it's not already selected.
- Verify that Practice CS is selected in the Source field.
- Select the appropriate file from the File name field.
The Practice CS export file is named Trans.PCSJE GL<period end date>.xml, where <period end date> represents the period end date specified in the export date range in Practice CS.
- Click the Finish button.
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