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.
- SelectFile,Export, thenJournal Entriesto open the Export Journal Entries screen.noteSelections that you make in this screen are firm-wide selections.
- In theExport entries forfield, select the date range for the entries to be exported. Choices arePeriod-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.
- SelectOptions, then the accounting method (accrual or cash) and account numbers for the exported journal entries.
- SelectOKto close the Options window and return to the Export Journal Entries screen.
- When you have selected a date range and your options for exporting journal entries to Accounting CS, selectExport.noteIf 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.
