Transferring CBS client data to CSA

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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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