Converting a CBS (DOS) client to Client Bookkeeping Solution

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Please begin by reading this conversion topic in its entirety, open and read each of the PDF documents listed in this topic, and then complete the steps listed for each client that will be importing CBS (DOS) data into Client Bookkeeping Solution.

Also read the following PDF documents for detailed information and steps that both you and your client should take to successfully import data from CBS (DOS) into Client Bookkeeping Solution. These documents contain general information that applies to all clients who will be importing from CBS (DOS) to CBS, as well as information specific to client data processed with Write-Up CS. Import information that you may wish to share with your clients is also presented, including special data issues for each CBS client module.

Note: If you received an error message when attempting to view a PDF guide, you might need to download and install the latest version of the Adobe Reader.

Return to Conversion of existing CBS clients from WS2 to CSA

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