-- How Do I? --
Importing from QuickBooks
Working Papers is able to import the full trial balance and general ledger details from QuickBooks files. The import method depends on the version of QuickBooks that you are using. Some versions can import directly from QuickBooks into Working Papers, some require the use of the CaseWare QuickBooks Export Utility, while others require you to create a QuickBooks Online copy of the company file.
The table below contains the requirements for each version import:
| QuickBooks Version | Export Utility | QB Online Copy |
|---|---|---|
| QuickBooks Online | ✔ | |
| QuickBooks US 2006+ | ✔ | |
| QuickBooks Canada / AUS / UK 2008+ | ✔ | |
| Older versions of QuickBooks |
Select the appropriate topic for your version of QuickBooks for more information:
- Importing from QuickBooks Online
- Importing from QuickBooks US (2006 or Later)
- Importing from QuickBooks Canada/AUS/UK (2008 or Later)
- Importing from Older Versions of QuickBooks
Notes:
- Imports will fail if you have more than one version of Quickbooks installed on your system. This issue also affects the Quickbooks Export Utility and Cloud Import Utility. We suggest removing older copies of Quickbooks if they are no longer required.
- Due to country variations in QuickBooks, some versions include a country designation as part of the version number. If there is not a separate country version listed, assume the version number applies to all countries.
- Canadian users have an option to import GIFI codes that must be checked. This option is unchecked for other regions.
