Supported third-party desktop accounting software
You can import client data from most third-party desktop accounting software for use with a variety of Caseware Cloud apps or IDEA. To learn more about importing client data, see Import data from a desktop accounting software.
Note: If the supported import data for your accounting software includes both the trial balance and transactions, the Cloud Import Utility will import both accounts and transactions. If only the trial balance data is supported, the Cloud Import Utility will import only the accounts.
Desktop accounting software supported in Cloud apps
| Accounting Software | Supported Versions | Imported Data |
|---|---|---|
| Access Accounting Dimensions | 2.41 / 2.43 / 2.50 | Trial balance only |
| Accountant's Drill | 7.12 | Trial balance and transactions |
| Accountant's Relief | 7.52 | Trial balance and transactions |
| AccountView | All versions | Trial balance and transactions |
| Accpac (Advantage Series) | 6.0A/6.1/5.1A-5.6A/5.0/4.2A/4.1B/4.0/3.x/2.x | Trial balance and transactions |
| Accpac (DOS) | PLUS 7.0/6.1/PLUS 6.5/6.0/5.0 | Trial balance only |
| Adagio Ledger | 6.x - 9.2A | Trial balance and transactions |
| AgExpert Analyst | 2004 / 2005 / 2006 / 2009 / 2012 / 2013 / 2014 / Cloud | Trial balance and transactions |
| Attache Business Partner | 1.0 | Trial balance and transactions |
| Bedford Simply Accounting DOS | 3.3 / 4 | Trial balance and transactions |
| Blue Link Solutions | 8.6 and higher | Trial balance and transactions |
| Brilliant Accounting | 11.0.0 | Trial balance only |
| BusinessVision | 32 v2019 (7.9.2)/v22018(7.0)/v2017(7.8)/v2014(7.7) and earlier | Trial balance only |
| C&LAS | 1.0 | Trial balance only |
| Concorde | C4 | Trial balance and transactions |
| Creative Solutions Accounting | 5.x - 6.x / 7.1 / 7.3 / 2006 - 2015 | Trial balance and transactions |
| DacEASY | 4.2 - 4.4, 6, Win v9 - 13.0 | Trial balance and transactions |
| DATEV | 5.6 and above | Trial balance and transactions |
| DATEV (Direct) | 5.6 and above | Trial balance and transactions |
| DYNACOM | 4.03 / 6.4 - 11.0 | Trial balance and transactions |
| EXACT Online | All versions | Trial balance and transactions |
| Expert Comptable | 5.6 | Transactions only |
| EZEBiz Company Manager | 2.0 | Trial balance and transactions |
| Finax v2.x | 2.x | Trial balance and transactions |
| Finax v989.x | 989.1 / 989.2 | Trial balance and transactions |
| Fortune1000 Acomba | 2.0x / 2.1x / 3.2x - 3.5x / 4.0x - 9.53 | Trial balance and transactions |
| Fortune1000 DOS | 5.2 / 6.0 / 9.0 | Trial balance and transactions |
| Great Plains (Dynamics) | 5.0 / 5.5 / 6.0 / 7.5 / 8.0 / 9.0 Export | Trial balance and transactions |
| Great Plains (DOS) | DOS 6.1 / 8.2 | Trial balance and transactions |
| KHK | 1.0 | Trial balance only |
| MAS 90 for Windows | Windows v3.x / 4.x | Trial balance and transactions |
| Microsoft Office Accounting | 2007 / 2008 UK / 2008 US / 2009 US | Transactions only |
| MoneyWorks | 5.2.3 and higher | Trial balance and transactions |
| MS Small Business Accounting | 2006 | Transactions only |
| Multi Express Business & Accounting | 8.3 | Trial balance only |
| MYOB Accounting | 17.x.x - 18.x.x Australia, 14.x.x - 17.x.x UK, etc. | Trial balance and transactions |
| MYOB AccountEdge | 2010 (v19) / 2011 (v20) / 2014 (v23) | Trial balance and transactions |
| MYOB AccountRight | 19 | Trial balance and transactions |
| Orchard | 5.0 / 5.02 / 5.03 | Trial balance and transactions |
| Pastel Evolution | 3.05.20 / 5.01.36 / 6.8x.xx / 7.xx | Trial balance only |
| Peachtree (DOS) | 6.0, 11.0, 12.0 | Trial balance and transactions |
| Pegasus Capital | 1.1.00 | Trial balance and transactions |
| Pegasus Opera | 6.8, 2.40, 2.04 | Trial balance and transactions |
| Platinum | 5.1 / 5.2 / 5.3 (Windows), 5.01 (Windows), 3.0 | Trial balance and transactions |
| PwC SIF | 1.0 | Trial balance and transactions |
| QuickBooks CA | 2000 - 2020 | Trial balance and transactions |
| QuickBooks US | 2000 - 2020 | Trial balance and transactions |
| QuickBooks AUS / CA / US / UK | All other versions v5.0 or above | Trial balance only |
| QuickBooks 99 | Trial balance and transactions | |
| QuickBooks (Export from QB) | 4.0 | Trial balance only |
| RealBroker | 0.91 and higher | Trial balance only |
| Sage 50 Accounts (Sage-Line50) | v2007 - 2020 | Trial balance and transactions |
| Sage 50 Accounting CDN Edition (Simply) | 2020 | Trial balance and transactions |
| Settler GOLD Farm Software | 5.0 and higher | Trial balance and transactions |
| SigaFinance | 8.2 and higher | Trial balance and transactions |
| Tally Accounting (Export) | 9 | Trial balance and transactions |
| Ufsoft | 8.11 / 8.2 / 8.5 | Trial balance and transactions |
| Windward System Five | 5.32 | Trial balance and transactions |
| WinLedge | 1.9 | Trial balance and transactions |
