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Integrate data with other applications

Account balance export to GoSystem Tax RS

Use the
Export Client Data Wizard
 to export client tax data to GoSystem Tax RS application from the application. Specify the export file and select the tax year to export.
Select
File
 >
Export
 >
Client Data
.

Screens, fields, and buttons in the wizard

Source Data
Client name: Select a client from the dropdown list in the
Client name
 field, or (to select multiple clients) select the
Perform batch export of client data
 checkbox.
Perform batch export of client data (checkbox): To select multiple clients for the data export, mark the checkbox then select
Next
. In the
Source Data - Clients
 screen, select the checkbox for each client to include for the export.
File Location: Enter the path or go to the client data file. (The default data file location can be defined in the Export Data tab of the
Setup
 >
File Locations
 window.)
Tax Year: Specify the tax year to export by selecting it from the dropdown.
Source Data - Clients
Search: Use the
Search
 field to filter the list of clients in the Client grid.
Client grid: Mark the checkbox for each client to be included with the export. (The application will create a single export file for each selected client.) Select
Next
 to begin the export.
Export Complete
Diagnostics: The application automatically displays a summary of the information included in the export files: Accounts, Description, Tax Code, Beginning Balance, and Ending Balance.
To print the diagnostic information, select
Print
.

This article applies to:

  • Product: Accounting CS, Workpapers CS
  • Subject: Integration