Checklist for Converting a Client to Write-Up CS (PDF)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This checklist, which is a PDF document that you can view or print using the Adobe Reader, is designed to help you through the process of converting existing client data from your previous write-up software to Write-Up CS in CSA. (You can download and install the latest version of Adobe Reader from the Download page of the Adobe website.)

View the Checklist for Converting a Client to Write-Up CS (PDF)

See also: List of other PDF guides for the Creative Solutions Accounting software

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