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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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Click any of the links below to see how the client's files are affected when you transfer information to the client and how the accountant's files are affected when you retrieve the client's exported data from CBS.
- Effect of importing accountant's Transfer Disk on the client's files
- Effect of client's export data on the accountant's files
- How balances transfer from CSA to CBS
- How the date options selected in Accountant's Assistant affect the posting of transactions in CBS
- Transferring transactions from CSA to a CBS client
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