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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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Before you transfer client data to CSA, you must first retrieve the client data from CBS, review all notes from the client, and then address and delete each note.
Choose Tasks > Transfer to CSA or click the button to send the transactions to CSA.
See also
Transferring transactions from CSA to a CBS client
Effect of client's export data on the accountant's files
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