Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks.Explore QuickBooks Payroll
atticusdvm
Level 1

I am moving my company data from CS Suite (Thompson) to QuickBooks. Do you know how I would get the data that comprises the balance sheet out of CS suite and move it?

 
2 Comments 2
jamespaul
Moderator

I am moving my company data from CS Suite (Thompson) to QuickBooks. Do you know how I would get the data that comprises the balance sheet out of CS suite and move it?

Hello, atticusdvm.

 

Welcome to the QuickBooks family! 

 

There are two possible ways to move your company data from CS Suite to QuickBooks. I'm happy to show you the details for each method. 

 

If there's an integration plugin for CS Suite, you'll want to use it to move your company data. I recommend checking out their customer support channels to see if you can integrate it with QuickBooks. 

 

Another way is to export your CS Suite data to Excel. You can definitely import those balance sheet accounts. This article can guide you through the process of preparing your spreadsheet data and importing it: Import your chart of accounts to QuickBooks Online.

 

There are other data you can import as well. I recommend reading this article for the rest of the processes: Move your lists to QuickBooks Online.

 

For other data you can't import to QuickBooks (such as transactions), I recommend browsing for a third-party application that can let you do this. Browse for one in our Apps Center. In QuickBooks Online, simply click the Apps tab then use the search box. 

 

Ready to work on your company data after moving from CS Suite? We have other guides to help you record your transactions, run reports and manage your income and expenses. Check out the topics in the general help page, then browse for an article. 

 

Do you have other questions about your company data or QuickBooks Online? Post the details below and I'll assist you. 

Fiat Lux - ASIA
Level 15

I am moving my company data from CS Suite (Thompson) to QuickBooks. Do you know how I would get the data that comprises the balance sheet out of CS suite and move it?

Open a new blank QBO account

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

then you may refer this reference to export the trial balance

https:// cs.thomsonreuters.com/ua/acct_pr/acs/cs_us_en/videos_htm/acs_export_tax_rpt_to_xls.htm

 

utilize another tool to import data as the beginning balances with journal entries

https:// transactionpro.grsm.io/qbo

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us