Existing client data can be converted or imported from other applications

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If you (or your client) have used another application to process data for the client, you may be able to use one of the following methods to bring the existing data into CSA:

First complete the required information in the File > New Client dialog, and then follow the setup steps outlined in the relevant Conversion Guide.

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