Export and Download CSV Files from Accounting Software
1
Export or download a .CSV file from QuickBooks, Sage One, Wave, or Xero by following these steps.
Before importing, confirm your account balances.
QuickBooks
Select Reports
From the drop down list select Trial Balance report
Select the period covered by the tax return
Select Export
Select the radio button in front of a comma separated value (CSV) file
Select the export button
Save the file to your desktop by selecting save as desktop, include "Trial Balance" and the year-end date in the file name
Sage – One (Online)
Select the Report tab
Select trial balance
Select date as of 12/31/XXXX
Select update report
Select export to CSV to export a CSV file (Your report will open in a spreadsheet program)
Save the file to your desktop by selecting save as desktop, include “Trial Balance” and the year-end date in the file name
Wave
Select Reports from the left menu bar
Select Trial Balance Report
Select the date range for this report, From (Beginning of year) & To (End of year), select update
Select CSV to export to a CSV file. (Your report will now open in a spreadsheet program)
Save the file to your desktop by selecting save as desktop, include “Trial Balance” and the year-end date in the file name
Xero
Select the Advisor tab (the Advisor tab is only visible if your permissions are set as an Advisor. You can change your permission settings by going to Settings > Users)
Select Export
Select TaxAct
Select the date 12/31/XXXX(year)
Select Download
The file will automatically save to your default download folder
Your request has been submitted
You have been successfully added to the TaxAct Do Not Sell list.