Export and Retrieve CBS Data (one-step process)

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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Export and Retrieve CBS Data is a one-step process to export client data from CBS and retrieve it into Accountant’s Assistant. This process is available for any of the following application environments only:

  • Accountant uses both CSA and CBS through Virtual Office CS
  • Accountant uses CSA through Virtual Office CS and retrieves client data from CBS ASP
  • Accountant uses a local or network installation of CSA and retrieves client data from the In Office version of CBS. (If you process both CSA and CBS locally in your office, the CSA application and the CBS application and data must all be located on the same work station or server.)

The Export and Retrieve CBS Data option enables you to take advantage of this seamless process for export and retrieval of your client’s data simply by clicking the Retrieve button in Accountant’s Assistant.

To complete the initial setup for this option

In Accountant’s Assistant, choose Setup > Miscellaneous Information and mark the checkbox for Export and Retrieve CBS Data on the CheckWriter tab. (This automatically marks the Export and Retrieve CBS Data checkbox on the PayCheck tab as well.)

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To retrieve the CBS client data using the one-step option

All export procedures are the same when using the Export and Retrieve CBS Data option as when you manually export data directly from the CBS application.

  1. In CBS, close the client from which data is to be exported.
  2. In Accountant’s Assistant, choose Tasks > Retrieve. Accountant’s Assistant automatically initiates the export of data from CBS and retrieves it. The application will display a message prompt after the information has been successfully retrieved, and then you may begin processing the data in Accountant’s Assistant prior to transferring it to CSA.

Note: During the Export and Retrieve CBS Data process, if multiple CBS clients are found in one or more data locations that contain the same CSA client ID as the CSA client for which you are trying to retrieve data, the Select CBS Client dialog opens automatically. When you select the client to export from, the data path is stored for use in subsequent Export and Retrieve CBS Data sessions.

If you change the CBS client data location, you can clear the stored path by choosing Edit > Client File Location in Accountant’s Assistant. Click the Reset button to clear the path, and then specify the correct path.

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Additional information

  • This Export and Retrieve CBS Data option is designed only for use in environments where CSA is able to access the CBS data directly. As an alternate method to use when your client performs all data entry at their office and is responsible for exporting and getting a copy of the export to you, the Export via the Internet option is available to make that process easier.
  • If the export is successful but the retrieval fails or is canceled, you can click the Retrieve button again and a message prompt asks if you want to try retrieving the same export file again or to initiate a new Export and Retrieve CBS Data process.

    If you are trying to retrieve for the same period that failed and want to restart the Export and Retrieve CBS Data process, be sure to restore a pre-export backup of your CBS client data before proceeding.

  • If the Export from CBS fails for any reason, the entire Export and Retrieve CBS Data process will stop.
  • If you do not want to use the Export and Retrieve CBS Data option, simply clear the Export and Retrieve CBS Data on the CheckWriter tab of the Setup > Miscellaneous Information dialog in Accountant’s Assistant.

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