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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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

You can use Accountant's Assistant to import client data from Microsoft Office Accounting or Office Accounting Express (versions currently supported by the software provider). Information can be imported into Accountant's Assistant only from the *.sbaexportdata file created by using the CS Utilities Add-in from within Office Accounting.

From the CSA main window, choose Utilities > Accountant's Assistant > Microsoft Office Accounting.

Special information

Setting up a CSA client for Microsoft Office Accounting data import

Using the Microsoft Office Accounting Export Utility

Using the Export via the Internet option for Microsoft Office Accounting

Importing client data from Microsoft Office Accounting

Processing transactions retrieved from Microsoft Office Accounting

Reports in Accountant's Assistant for Microsoft Office Accounting data

Effect of Microsoft Office Accounting data on accountant's files

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