Importing client data from BusinessWorks

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Accountant's Assistant is provided with the CBS Master License.

This topic does not apply to imports from BusinessWorks Gold. For information on importing from BusinessWorks Gold or Sage BusinessWorks 50 Accounting, click here.

At the client's office

In BusinessWorks, the client first needs to create the data export files to send to you either on disk or via e-mail.

At the accountant's office

  1. After receiving the copy of the client's BusinessWorks export file(s), save the file(s) to a folder on your hard drive.
  2. Start the CSA application and set up the client with the required information outlined in Special information for client data imported from BusinessWorks.
  3. From the CSA main window, choose Utilities > Accountant's Assistant > BusinessWorks and then specify the location on your hard drive where you saved the selected client's BusinessWorks export data in step 1 above. Click the Import button.

For a client with multiple journals

During the client setup in CSA, mark the Use separate journals in transaction data entry checkbox in the General Ledger tab of the File > New Client or the File > Client Properties dialog. Choose Setup > Journals and set up one or more journals for the CSA client. When importing the BusinessWorks general ledger transactions export file into CSA, the Journals dialog opens automatically. Use this dialog to specify which CSA journals to use for each BusinessWorks journal that is included in the client's data file.

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