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• IMPORT DATA INTO QUICKBOOKS 2015 SOFTWARE

(The data files in QuickBooks are not altered in any way during the export process.)

IMPORT DATA INTO QUICKBOOKS 2015 SOFTWARE

If your firm runs Accounting CS in the Virtual Office CS, Software as a Service, or other terminal server environment, the option to export data directly to a QBW file is not available. To see the transactions that have already been exported to QuickBooks, mark the Include previously exported transactions checkbox. Specify the date range for which to export client data.In Type of file to create field, select Export via the QuickBooks Data Utility (QBgenxfer file), and then enter or browse to the location where you save the client's QuickBooks data.In the Source Data screen, select the client from which you want to import data, and then select QuickBooks as the export type.Choose File > Export > Client Data to open the Export Client Data Wizard.Selecting the export method in Accounting CS Using the QuickBooks Data utility Click OK to return to the Clients screen, and then click Enter to save the client record.You can choose to exclude inactive items, choose which details to include, and specify the default reference to use for the various checks and liabilities. In the Export Client Data - Options dialog, mark all applicable checkboxes.Select QuickBooks from the drop-down list in the Export to program field, and then click the button.Select the appropriate client from client list, and then click the Edit button.Choose Setup > Clients and click the Integration tab.For any client data in the export file that does not already exist in QuickBooks, you can choose Add as is in applicable mapping screens to add the item during the import into QuickBooks.Īccounting CS information available for export to QuickBooksĪccounting CS enables you to export several types of transactions and setup information for subsequent import into QuickBooks.īefore you export client data into QuickBooks, you can select the application from which to export client data and specify the types of data to exclude from the export.(Transactions that were imported from a spreadsheet or converted from Creative Solutions Accounting (CSA) will not be available for export.) You can transfer only those transactions that were entered in Accounting CS or that were retrieved from QuickBooks and then subsequently modified in Accounting CS.

If you use Accounting CS for exports only, you will have to manually map your accounts each time you export data. If you use Accounting CS to import client data to and export client data from QuickBooks, you can save time during exports by using the Export Client Data Wizard to map existing data (accounts, vendors, and so forth) within Accounting CS to the corresponding items in QuickBooks based on the mappings that were used during the last import of QuickBooks data client data.