Export Client Data wizard overview

Alerts and notices

Use the Export Client Data wizard to create export files for transfer to the following applications.

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

To open the Export Client Data wizard, choose File > Export > Client Data.

Related topics

Setting up file locations

GoSystem Tax RS integration

Exporting client data to QuickBooks

Tax export to Lacerte

Tax export to ProSystem

Account balance export to ProSeries

Importing account balances from Accounting CS into UltraTax CS

Adding custom tax codes

Entering tax code adjustments

Export Transactions screen

Exporting payroll journal entries to QuickBooks using IIF files

Exporting reconciliation adjustments to QuickBooks using IIF files

Video: Exporting data to a Microsoft Excel file for tax reporting

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