Converting client data from Client Bookkeeping Solution (CBS): workflow

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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.

If you transition your clients from Client Bookkeeping Solution (CBS) to Accounting CS Client Access, please keep in mind that you cannot convert client data directly from CBS to Accounting CS. You must first retrieve the data from CBS into Accountant's Assistant, transfer the data to Creative Solutions Accounting (CSA), and then convert the client data from CSA to Accounting CS. The flowchart below depicts the process for converting client data from Client Bookkeeping Solution to Accounting CS.

Click to view details Click a shape that contains a link link icon icon to view relevant procedures in a new tab.


CBS to Accounting CS conversion workflow

Related topics

Converting client data from Client Bookkeeping Solution (CBS) to Accounting CS

Workflows in Accounting CS

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