QuickBooks integration

Accounting CS enables you to import client data from QuickBooks and to export transactions and setup information to QuickBooks. This integration is available for QuickBooks Pro, Premier, or Enterprise versions that are currently supported by Intuit.

Special information for firms using Accounting CS in the Virtual Office CS or Software as a Service environment

If you're working in either the Virtual Office CS (VO) or Software as a Service (SaaS) environments, we recommend that you review the following articles to familiarize yourself with the CS QuickBooks Data Utility. These articles provide procedures for installing the CS QuickBooks Data Utility, and using the utility to create an export file, and to import a .QBW file into QuickBooks.
Client data available for import from QuickBooks
  • Transactions
  • Chart of Accounts data
  • Bank account information
  • Payroll items
  • Vendor information
  • Employee information
Transactions available for transfer to QuickBooks
  • Checks (payee, payroll, and accounts payable)
  • Payments (regular and accounts payable)
  • Deposits
  • Journal entries (adjusting, reclassifying, prior-period, and recurring)
  • Bank reconciliation adjustments
Setup information available for transfer to QuickBooks
  • Chart of Accounts
  • Bank account information
  • Vendor information
  • Employee information
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