QuickBooks Data Options dialog

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

For Accountant's Assistant users: From the CSA main window, choose Utilities > Accountant's Assistant > QuickBooks Pro - Account Balances Only.

For Trial Balance CS users: From the CSA main window, choose Utilities > Import > QuickBooks Pro Account Balances.

Fields & buttons

Click either of the following data options and then specify the desired settings for the option you have selected.

Data options

Retrieve QuickBooks data

Generate CSA information for QuickBooks

Related topics

Import QuickBooks Pro account balances - overview

Importing QuickBooks Pro Account Balances for the first time

Using the Export via the Internet option for QuickBooks

Transferring transactions from CSA to QuickBooks

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