BusinessWorks Import > Journals

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

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

For each BusinessWorks journal that is represented in the selected client's export files, specify the appropriate or corresponding journal that has been set up for the CSA client.

From the CSA main window, choose Utilities > Accountant's Assistant, BusinessWorks and specify information for each field as appropriate for the client.

Note that the Journals dialog opens automatically during import if the following steps were completed during the client setup:

  • The Use separate journals in transaction data entry checkbox was marked in the General Ledger tab of the File > New Client or the File > Client Properties dialog.
  • Multiple journals were set up the journals for the CSA client in the Setup > Journals dialog.

In the Journals dialog, for each BusinessWorks journal listed in the left-hand column, select the corresponding CSA journal to which imported transactions should be assigned. Make your selections from the drop-down list in the CSA Journal column of this dialog.

See also: BusinessWorks import overview

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