Converting client data from WS2 into an existing Payroll CS client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Before starting this procedure, be sure to create a backup for both the existing Payroll CS client data and for your CSA global data.

  1. Open the existing Payroll CS client in CSA.
  2. Choose File > Client Properties.
  3. From the General Information tab of the Client Properties dialog, click the Add/Remove Module(s) button.
  4. In the Add/Remove Module(s) dialog, mark the General Ledger CS checkbox and then click OK.
  5. In the Client Properties dialog, click the General Ledger tab, fill in the information as appropriate for the client, and then click OK.
  6. Choose Utilities > Data Conversion > Write-Up Solution II.
  7. In the Write-Up Solution II Conversion dialog, specify the locations for the WS2 application and data files and the WS2 ID of the client to convert.
  8. Mark the Convert into existing client checkbox and, if appropriate for the selected client, mark the Convert account groups checkbox.
  9. Click the Convert button. The GL information from WS2 will be added to the client database in CSA. Note that the Payroll CS client's existing Chart of Accounts will be overwritten by the balances and accounts from the Chart of Accounts in WS2, but no payroll data will be overwritten.
  10. Verify all GL data to ensure that it converted correctly.

See also: Data Conversion from WS2 to CSA (PDF)

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