Transferring CBS client data to CSA

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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.

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 Transfer to CSA button 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

Reports in Accountants Assistant

Processing transactions retrieved from CBS

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