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Search Accounting CS Client Access Support Help and Support.

This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Integration

Export transactions

You can use the
Export Transactions
 screen to export various types of transactions from Accounting CS to other applications, including Creative Solutions Accounting (CSA) and QuickBooks (QuickBooks Pro, Premier, and Enterprise editions that are currently supported by Intuit). You can select the transaction types, specify transaction and client-specific options, and create a file that is compatible with the application it's being exported to.
note
To enable exports for CS Professional Suite Accounting applications or for QuickBooks Pro, you'll need to first select the appropriate export source in the
Integration
 tab of the
Clients
 screen.
To access the screen, select
File
Export
Transactions
.
You can also make the following selections:
  • Transaction Type
    : Mark the checkbox for each type of transaction that you want to export. The application displays the export file location, but you can't change it in this screen.
  • Select
    Options
     to open the
    Export Options
     window, where you can verify file location information and specify date ranges and file creation preferences for export files.
  • Client Selection
    : The Client Selection grid includes all active clients you can export transactions for and displays the client ID and name, the primary processor associated with the client, and the client's business email address. You can limit the number of clients listed in the grid by searching and filtering the data.
  • Select
    Client Options
     to open the
    Client Options
     window, where you can verify the application you are exporting to, select the details to include in the file, and update the references for each type of entry for that specific client.
  • Export
    : Select this to create the XML for the selected clients. The application creates the files in the export file location listed in the
    Payroll journal entries
     field and the
    Reconciliation adjustments
     field.

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