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Integrate with Quickbooks

Import client data from QuickBooks Online

If your clients use QuickBooks Online,
Workpapers CS enables you to import your client's account balances and the chart of accounts for processing in Workpapers CS
.
note
Intuit doesn't currently offer a way for
Workpapers CS to import account segments (classes) from QuickBooks Online
. Intuit may introduce this capability in a future release of QuickBooks Online.
If your firm runs
Workpapers CS
 locally, you need to have Microsoft Edge for the QuickBooks Online integration to work properly.
  1. Select
    File
    ,
    Import
    , then select
    QuickBooks Online
    .
  2. Select the client you want to import data.
  3. Select
    Connect to QuickBooks
    , then enter the user ID and password to sign into the client's QuickBooks Online account.
  4. Select the checkboxes for the types of data to import.
  5. Specify the date range to import the client's data.
  6. Select
    Retrieve data
     to retrieve client data from QuickBooks Online.
  7. In the QuickBooks Online - Manage Data window, map the client's data from QuickBooks Online in each applicable tab. After you have mapped all items, select
    OK
    . If there is data ready for import, the application initiates the import process.
    note
    Every QuickBooks item must be mapped to a
    Workpapers CS
     item before the import can proceed. If any items have not been mapped, the application will flag those items and include them in the error count in the Error navigation section.
  8. After the data has been imported, open the
    Setup
    ,
    Chart of accounts
     screen in Workpapers CS to verify that the chart of accounts was imported correctly.
    note
    You can open the QuickBooks Online - Manage Data window at any time to review or change the item mapping for future imports. The application will not change the mapping of any data that has already been imported.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Import,Integration

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