File Locations dialog

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the File Locations dialog to specify the folder locations for various types of data.

Choose Setup > File Locations.

Tabbed pages in this dialog

The fields in this tab specify the folder locations for this application and for other applications in the CS Professional Suite. (This information is saved in an XML file that is specific to your workstation/user login.)

  • Accounting CS — the Accounting CS Data folder is determined during the installation process and cannot be modified by any user.

    Example: C:\WinCSI\Accounting CS Data

  • Backup/Restore — enter or browse to the folder location for backing up/restoring Accounting CS client data files.

    Example: C:\WinCSI\Accounting CS\Backup

  • CSA client — if converting data from Creative Solutions Accounting (CSA), enter or browse to the location of your CSA client data files.

    Example: C:\WinCSI\CSAData

  • CSA global — if converting data from Creative Solutions Accounting, enter or browse to the location for your CSA system files.

    Example: C:\WinCSI\CSASys

  • FileCabinet CS — if licensed for FileCabinet CS, enter or browse to the folder location for files printed to FileCabinet CS.

    Example: C:\WinCSI\FCabData

  • Onvio — if licensed for Onvio, enter or browse to the folder location for files printed to Onvio.

    Example: C:\WinCSI\Onvio Data

  • Practice CS — if licensed for Practice CS, enter or browse to the folder location of your Practice CS data. (The same folder is also used as the target location for invoices exported from Accounting CS to Practice CS.)

    Example: C:\WinCSI\Practice CS Data

  • UltraTax CS — if licensed for UltraTax CS, enter or browse to the folder location of your UltraTax CS data.

    Example: C:\WinCSI\UT<YY>Data, where <YY> represents the UltraTax CS tax year.

The fields in this tab specify the default folder locations for the following file types. (This information is saved in the firm database and is applicable to your entire firm.)

  • Direct deposit/ACH
  • Electronic Federal Tax Payment System (EFTPS)
  • Impound reconciliation adjustments
  • Electronic, Internet, and Magnetic
  • New hire reporting
  • Payroll journal entries
  • Positive Pay
  • SSN verification
  • 1095 C Data

Notes

  • For users working in the Virtual Office CS or Software as a Service (SaaS) environment, the locations specified in this tab are the default data locations displayed in the File > Copy Files dialog.
  • For Accounting CS Client Access, the application presets the file locations for Direct deposit/ACH, New hire reporting, and SSN verification.

The fields in this tab specify the default folder locations for data to be imported into Accounting CS. (This information is saved for the current user.)

Enter or browse to the folder location  for example, C:\.

  • General
  • QuickBooks
  • Spreadsheet

Note: For users working in the Virtual Office CS or Software as a Service (SaaS) environment, Y:\ is the default drive.

The fields in this tab specify the default folder locations for data to be exported from Accounting CS. (This information is saved in the firm database and is applicable to your entire firm.)

Enter or browse to the folder location  for example, C:\WinCSI\Accounting CS Data\Export\.

Note: For users working in the Virtual Office CS or Software as a Service (SaaS) environment, Y:\ is the default drive.

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Related topics

Setting up file locations

Converting client data from Creative Solutions Accounting (CSA)

Spreadsheet import overview

Client data import overview

Data sharing overview

Client data export for tax reporting

Exporting invoices to Practice CS

Changing the FileCabinet CS file location in Accounting CS

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