Export journal entries

If you're licensed for Accounting CS, you can use the Export Journal Entries screen to export information about revenue, receipts, and adjustments from Practice CS to Accounting CS.
  1. Select
    File
    ,
    Export
    , then
    Journal Entries
    to open the Export Journal Entries screen.
    note
    Selections that you make in this screen are firm-wide selections.
  2. In the
    Export entries for
    field, select the date range for the entries to be exported. Choices are
    Period-to-date
    ,
    Month-to-date
    ,
    Quarter-to-date
    ,
    Year-to-date
    , plus the same ranges for the previous year, or a custom date range. If you select a custom date range, you will also need to specify beginning and ending dates.
  3. Select
    Options
    , then the accounting method (accrual or cash) and account numbers for the exported journal entries.
  4. Select
    OK
    to close the Options window and return to the Export Journal Entries screen.
  5. When you have selected a date range and your options for exporting journal entries to Accounting CS, select
    Export
    .
    note
    If you aren't using the Summarized option for exporting billed time and expenses and progress entries, and if you have time and expense entries billed to engagements or activities that don't have GL account numbers set up in Practice CS, those amounts will be listed as unspecified. For Accounting CS to recognize such amounts, make sure that your engagements and activities are set up with GL account numbers before exporting. The account numbers should match those in Accounting CS.