Integration FAQ

Integration (General)

• How to Map Accounts After Integration
• What if the integrator is installed successfully but I am still seeing the download page when I select that integrator?

Electronic Tax Return Reader

• About the Electronic Tax Return Reader (ETRR)
• ETRR User Guide
• What tax software codes are currently supported by Electronic Tax Return Reader?
• What if I see "we are currently unable to read this file. The producer is...? (Lacerte)
• What if I see "we are currently unable to read this file. The producer is...? (Drake)
• What if I see "we are currently unable to read this file. The producer is...? (UltraTax)

QuickBooks Desktop Integration

• How do I run the Quickbooks Desktop Integrator in Microsoft Edge?
• What if the Quickbooks Certificate is not popping up?
• How do I check whether I am accessing the QuickBooks file as an admin user?
• How do I import client financials from QuickBooks Desktop?
• How do I install the .zip file version of QuickBooks Desktop Integrator?
• How do I download the QuickBooks desktop integrator file

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QuickBooks Online Integration

• How do I use the QuickBooks Online integration?
• In QuickBooks Online Integration, how do I integrate financials on an Accrual vs. Cash accounting basis?
• How to disconnect ProfitCents from Quickbooks Online account

Excel Integration

• How to Format QuickBooks P&L and Balance Sheet into a Compatible ProfitCents Excel File
• Sample Excel Integration File
• Excel Integrator Template for Nonprofits

Accounting CS Integration

• How do I export the Accounting CS Extract to be imported into ProfitCents?

CCH Integration

• CCH Integration Overview
• How do I run the CCH Integrator in Microsoft Edge?
• What if my firm updated our CCH program to 2017.2?
• CCH Engagement Access Enabler for version 2018.1.3 and greater
• What if I click on the "Browse" buttons and nothing happens?
• What if nothing happens after I successfully installed Integrator?

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Caseware Integration

• How do I setup an integration with Caseware?

Xero Integration

• Customise Mapping For Accounts
• If Users Disconnect Their Xero Account, What Happens To The Company Data?
• Xero Integration - Step By Step Guide

Creative Solutions Integration

• How do I run the Creative Solutions Integrator in Microsoft Edge?
• What do I do if I am unable to import creative solutions backup file
• What if I encounter a "windows cannot access the specified device, path, or file. You may not have the appropriate permissions to access the item"