Importing Client Data for Non-CBS Products via Accountant's Assistant (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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

A guide for importing client data for non-CBS products via Accountant's Assistant is available in portable document format (PDF) that you can view or print using the Adobe Reader. The Reader also enables you to search on keywords and print individual pages, sections, or entire guides. (You can download and install the latest version of Adobe Reader from the Download page of the Adobe website.)

View the Importing client data from non-CBS products via Accountant's Assistant (PDF)

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

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