How to export and import data from Quickbooks into Caseware?
Instructions:
Download the following Quickbooks Export Utiltiy here and follow the steps below:
To export your data from QuickBooks:
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Launch the QuickBooks Export Utility.
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After installing the Quickbooks Export Utility it can be found as a shortcut on your desktop.
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In the QuickBooks Version drop-down menu, select your version of QuickBooks or QuickBooks Online.
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In the Export Path field, click Browse and choose a location for the export data.
The utility exports the data to the designated location. You can now import the data into your Working Papers file.
To import your QuickBooks data into Caseware Working Papers:
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In Working Papers click Engagement | Import | Accounting Software.
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In the Import From drop-down menu, select QuickBooks.
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In the Version drop-down menu, select your version of QuickBooks or QuickBooks Online.
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In the Import Path field, click Browse and choose the location of your exported QuickBooks data.
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Set the File extension to cwq.
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Complete the other options as required.
The QuickBooks data imports into your Working Papers file.
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