Converting client data from WS2 to Write-Up CS

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Choose Utilities > Data Conversion > Write-Up Solution II.
  2. In the Location of WS2 system field, enter the drive and folder where your WS2 application files are currently installed, or click the Browse button to search for the correct folder.
  3. In the Location of WS2 data field, enter the drive and folder where your WS2 data files are currently located, or click the Browse button to search for the correct folder.
  4. In the WS2 client to convert field, choose the client you wish to convert by selecting it from the drop-down list.
  5. If appropriate, you may mark one or both of the following checkboxes:
    • Convert account groups
    • Convert after-the-fact payroll and vendor data

      Note that this option is not available if you are converting into an existing CSA client. To have the conversion application create global pay items from the wages in WS2 and convert any monthly, quarterly, and annual earnings amounts for each employee, also mark the Convert employee earnings checkbox. To convert all payroll items for an employee, also mark the Include payroll items with zero amounts checkbox. Otherwise, only the payroll items with year-to-date earnings for an employee will convert.

  6. Choose one of the following options:
    • Create new CSA client

      Also enter a unique ID for the new CSA client.

    • Convert into current client
      The client must already be open.
  7. Click the Convert button. Data will be converted as described in WS2 data conversion issues.

See also

Data Conversion from WS2 to CSA (PDF guide)

Checklist for Converting a Client to Write-Up CS (PDF)

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