Export and Retrieve CBS Data (one-step process)

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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:

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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