CREATIVE SOLUTIONS ACCOUNTING
Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use this dialog to select a corresponding CSA account number for each QuickBooks Pro account number included in the client's import data. This information is specific to the selected CSA client.
Trial Balance CS: The Chart of Accounts Assignment dialog opens automatically during the import process. From the CSA main window, choose Utilities > Import > QuickBooks Pro Account Balances.
Accountant's Assistant: You would normally complete the information in this dialog during the import of client data from QuickBooks Pro into Accountant's Assistant. After the data has been retrieved, you can modify this information as necessary from the Accountant's Assistant main window by choosing Setup > Chart of Accounts Assignment.
Notes
- When importing classes from QuickBooks Pro, you must use account numbers for accounts in QuickBooks. You do not need to use account numbers if you are not importing classes.
- If you do not want the application to display the Chart of Accounts Assignment dialog during import from QuickBooks Pro, mark the Skip Chart of Accounts Assignment checkbox on the Setup > Miscellaneous Information dialog in Accountant's Assistant. Otherwise, this dialog will automatically appear during the import process and allow you to assign CSA accounts to incoming QuickBooks accounts, including accounts that do not have associated account numbers.
Special information
- You may adjust the column widths in this dialog by clicking and dragging the edge of the column-heading buttons to the left or right. To change the column widths back to their original settings, click the Restore Column Defaults button.
- To preview and then print a list of the QuickBooks Pro accounts and the corresponding account selections in CSA, click the Print Preview button.
Fields & buttons
Show only the QuickBooks Pro accounts that will become CSA combining accounts (checkbox)
Restore Column Defaults button
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