Importing journal entries from Practice CS

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Workpapers 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 Workpapers CS, you must first export the data to a file that Workpapers CS can read. To do this, complete the following steps.

  1. Choose File > Export > Journal Entries.
  2. In the Export Journal Entries screen, select the date range for the journal entries to export.
  3. If applicable, click the Options button to specify account numbers for the exported journal entries.
  4. Click the Export button.
journal entry screen Practice CS

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Importing client data

To be completed in Workpapers CS

Use the client data import wizard to import the Practice CS journal entries into Workpapers CS.

  1. Choose File > Import > Client Data.
  2. In the Import Client Data Wizard, select the applicable client from the Client Name field, if it's not already selected.
  3. Verify that Practice CS is selected in the Source field.
  4. 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.

  5. Click the Finish button.

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Related topics

Client data import, overview

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