Importing account balances and the chart of accounts from QuickBooks workflow

Workpapers CS enables you to import client data from QuickBooks Pro, Premier, or Enterprise versions that are currently supported by Intuit. This workflow shows the process for importing account balances and chart of accounts into Workpapers CS.


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No
No
No
No
Does your client use
the online version of
QuickBooks?
[Not supported by viewer]
No
No
Do you run
Accounting CS via
Virtual Office CS
or Software
as a
Service?
[Not supported by viewer]
Select QuickBooks
client
Select QuickBooks<div>client</div>
Yes
Yes
Are you importing
account balances
and
chart of accounts?
[Not supported by viewer]
Import client data from
QuickBooks Online
[Not supported by viewer]
Do you run QuickBooks
on the same computer
as Workpapers CS?
[Not supported by viewer]
Review imported
data for
accuracy
[Not supported by viewer]
Import data via
the
QuickBooks Data utility
[Not supported by viewer]
Import data directly
from QuickBooks
[Not supported by viewer]
Import balances from
QuickBooks via the
QuickBooks Data
Utility
[Not supported by viewer]
Import balances from
QuickBooks via
spreadsheet import
[Not supported by viewer]
Yes
Yes
Yes
Yes
Yes
Yes
-OR-
-OR-

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