Export and Retrieve CBS Data (one-step process)

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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