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Integrate data with other applications

Account balance export to ProSeries

Use the Export Client Data Wizard to export client tax data to your ProSeries tax application from
Workpapers CS
.
Before you transfer account balances from
Workpapers CS
 to ProSeries, verify that the data paths are set up correctly in both applications. To do this in
Workpapers CS
, select
Setup
 >
File Locations
 >
Export
 tab to set up file locations for ProSeries and other applications.

Fields and buttons

Source Data
  • Client name:
    Select a client from the dropdown in the
    Client name
     field or to export data for multiple clients at the same time, mark the
    Perform batch export of client data
     checkbox.
  • Export to program:
     Select
    ProSeries
    .
  • File Location:
     Enter the path or go to the client data file. (The default data file location for each export type can be defined in the Export Data tab of the
    Setup
     >
    File Locations
     window.)
  • Tax Year:
     Select the tax year for which to export client data.
  • Include prior-year balances:
    Mark this checkbox to export the client's prior year's ending balances for balance sheet accounts.
Source Data - Clients
When you select the
Perform batch export of client data
 checkbox in the Source Data screen and select
Next
, the wizard opens this screen to enable you to select the clients whose data you want to export.
  • Search and Filter:
     Use these fields to filter the list of clients in the Clients grid.
  • Clients grid:
     Mark the checkbox for each client to include in the export file. (The application creates a single export file for each selected client.)

This article applies to:

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