Special information for client data imported from BusinessWorks

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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

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

At the accountant's office

The following items must be set up for the client CSA prior to importing GL transactions or retrieving payroll data from BusinessWorks Gold.

File > New Client or File > Client Properties > General Information tab

File > New Client or File > Client Properties > General Ledger tab
(if importing GL transactions)

File > New Client or File > Client Properties > Payroll tab
(if retrieving payroll information into the Utilities > Payroll Tax Processing window in CSA)

Setup > Chart of Accounts (if importing GL transactions)

(Optional but strongly recommended.) Set up the client's Chart of Accounts, or transfer the Chart of Accounts from a similar CSA client and then modify it as necessary. Account numbers are imported along with the transactions from the client's BusinessWorks export files, but the account descriptions and types are not imported.

Setup > Checkbook(if importing GL transactions)

You must set up at least one checkbook with a GL account number.

Setup > Journals (if importing GL transactions)

Set up one or more journals for the CSA client. When importing the BusinessWorks general ledger transactions export file, a dialog will open where you specify which CSA journals to use for each BusinessWorks journal that is included in the file.

Setup > Employees
(if importing W-2 information)

When W-2 information is imported from BusinessWorks, the employee records can be automatically added to the Setup > Employees window in CSA using generic payroll items.

  1. Choose Utilities > W-2 Form Processing > YYYY (where YYYY represents the current year).
  2. From the W-2 form Processing dialog, choose File > BusinessWorks Import.

If you need to make changes to the employee records for the W-2s to print correctly, you can edit the information in the Setup > Employees window.

Note: You must select the December period in BusinessWorks prior to exporting W-2 information from that application.

Exception details for payroll tax reporting and state SUTAs

When using the Utilities > Payroll Tax Processing windows, detail for the 940/941 and for the state SUTA forms are pulled directly into the relevant forms when you choose Tasks > Retrieve Payroll Information. For most SUTA forms, the imported data automatically completes the required fields. However, there are exceptions to note for the following states:

Return to: Importing client data from BusinessWorks

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