Importing the Accountant's Transfer Disk into CBS

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Before you import the Accountant's Transfer Disk into CBS, be sure the Import/Export path (in the CBS Data Folders tab of the Utilities > Options dialog CBS) points to the location of the Transfer Disk.

  1. From the CBS File menu, choose Import > From Accountant.
    • If the Import path is pointing to a floppy drive, CBS will prompt you to insert disk #1. At the message prompt, click OK.
    • If the Import path is on the hard drive, CBS will automatically begin to copy the client setup file from the data location specified.
  2. After CBS has finished copying the import files from the Transfer Disk, it will display a message prompt stating that the files were imported successfully. Click OK.
  3. (Optional) Restore the backup copy of the check layouts that you created in your own office.
  4. Verify the checkbook information if you did not set up the client's checkbooks in CSA.
  5. (Optional) If the client will be using the Checkbook Reconciliation feature, enter any uncleared items already reflected in CSA.
  6. Verify the settings in the File > Company Properties dialog in CBS.
  7. If the client has additional CBS modules, verify that all the setup information is correct.

Return to: Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS

Return to: Overview of CBS client setup and processing

Related topics

Effect of importing accountant's Transfer Disk on the client's files

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