Converting client data from BASS Payroll (procedure)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Prior to converting client data

  1. Open the client in BASS Payroll and print all unprinted checks.

    Note: Unprinted check records are not included in the conversion process.

  2. Close the client in BASS Payroll.

To convert client data

  1. From the Creative Solutions Accounting main window, choose Utilities > Data Conversion > BASS.
  2. In the BASS Conversion dialog, enter the following information:
    1. Path for BASS Client
    2. BASS Client to Convert
    3. CSA Client ID to Create
  3. To convert earnings information for employees as well as general employee information, mark the Convert Employee Earnings checkbox. (See second Important bullet item below.)
  4. Click the Convert button.

The payroll items created from the BASS Payroll wages and deductions are global items in Payroll CS. This means there is a strong potential for duplication of payroll items when you convert earnings information for multiple clients.

Example: If the first client has Manager wages, the second has Mngr wages, the third has Managerial wages, and the fourth has Mgr wages, four Payroll CS global pay items will be created as a result of the conversion process when only one is actually needed.

Whenever possible, convert employee earnings only when the client is large enough to make it of great value to do so. In other cases, we would recommend converting only the employee information, without the earnings data. Then you can use the employee templates feature of Payroll CS to complete the payroll item structure for the individual employees. This allows the use of previously existing payroll items to avoid needless duplication and includes the added advantage of having the re-usable employee templates available for use on future employees. For more details, see Employee Templates [Setup menu].

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Related topics

BASS Data Conversion [Utilities menu]

BASS Payroll Conversion Issues

Data Conversion Help Sheet: From BASS Payroll To Payroll CS (PDF)

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