Import GIFI files from QuickBooks Online Accountant using Workpapers

Below is information on how to import GIFI files from QuickBooks Online Accountant (QBOA) using Workpapers.

Table of contents:

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Access Workpapers

1. Sign in to your QuickBooks Online Accountant account.
2. Select your client’s books from the Go to client’s QuickBooks menu.

3. Select the toolbox icon in the top menu bar, and then select the Workpapers option.

4. Select the applicable tax year for export.

5. Select the Tax mapping option.

6. Common accounts are automatically linked to a GIFI code. Check and adjust these codes as needed.
7. Complete the NOT MAPPED section.

8. Select the pencil icon and adjust any of the tax mappings.
9. Use the dropdown to select the correct the GIFI code. You can also quickly search for tax mappings by keywords.

10. To export your GIFI file, choose the Export GIFI file option from the Choose tax option dropdown menu.

A GIFI file saves to the hard drive for import into ProFile.

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Import the GIFI from ProFile

1. Select QBOA Import from the File dropdown menu. The Import file window will display.

2. Choose the file to import and select Open. Your file will be imported.

3. Select OK.

The process has been completed.

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Print from Workpapers

1. Navigate to the Workpapers tab.
2. Print the trial balance with GIFI mappings by selecting the printer icon.

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