Export Client Data wizard overview

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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.

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