We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
Workpapers CS enables you to import account balances and Chart of Accounts from QuickBooks. This integration is available for QuickBooks Pro, Premier, or Enterprise versions that are currently supported by Intuit.
Importing from QuickBooks
We recommend that you review the following workflows and articles when preparing to import data from QuickBooks into Workpapers CS.
- Importing account balances and the chart of accounts from QuickBooks (workflow)
A graphical workflow that guides you through the process of importing account balances and a chart of accounts data from a locally installed version of QuickBooks or from QuickBooks Online.
- Importing client data from QuickBooks Online
An article that includes detailed steps for importing client data from QuickBooks Online and steps to verify that the data was imported correctly.
-
Note: QuickBooks online integrates with VO and SaaS without using the QuickBooks Data Utility (QBDU).
-
- Importing QuickBooks account balances via the Spreadsheet Import Wizard
An article that provides steps for exporting data from QuickBooks to a spreadsheet file and then importing that data into Workpapers CS. It also includes links to sample spreadsheet files are also available that you can download and use.
Special information for firms using Workpapers 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 PDF 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 for a client using Right Networks: Using the CS QuickBooks Data Utility (PDF)
Was this article helpful?
Thank you for the feedback!