User's Manual - Drake Software

File Maintenance
Drake Software User’s Manual
Preparing a
QuickBooks
File
Before you can import QuickBooks files into Drake Software, you must first place the
QuickBooks files into an import file inside QuickBooks.
To create the import file from inside QuickBooks:
1. Select Report > Accountant & Taxes > Income Tax Summary.
2. Click Print to open the Print dialog box.
3. Select the option button to the left of FILE.
4. Select ASCII text file.
5. Press Print.
6. Enter a file name of eight characters or fewer with no spaces.
Importing
QuickBooks
Data
To import data from a QuickBooks import file into Drake Software:
1. From the Home window, select Tools > File Maintenance > QuickBooks
Import.
2. Click Next.
3. In step 1, enter the name of the import file created from QuickBooks or click the
button to the right of the text box and browse to the QuickBooks file. The file
extension is .txt. Drake searches the local hard drive for the import file.
4. In step 2, enter a Client ID Number (SSN or EIN) and click Next.
Figure 11-9: Step 2. Enter SSN or EIN
5. The program searches for a Drake file with the same EIN/SSN.
• If no Drake file is found, you are prompted to choose a Business Type. Make
your selection from the drop list (Figure 11-10 on page 301), and click Next.
300 Tax Year 2012