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