Transfer to CSA [Tasks menu]

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 command transfers the retrieved and processed client information from Accountant's Assistant into the open CSA client.

Choose Tasks > Transfer to CSA, or click the Transfer to CSA icon on the shortcut bar.

Use this command only after you have finished processing the client information in Accountant's Assistant. CSA does not support notes and will not allow information to transfer from Accountant's Assistant until all notes have been deleted. You must also have provided an account for each transaction; CSA will not accept transactions with blank accounts.

Related topics

Processing transactions retrieved from CBS

Effect of client's export data on the accountant's files

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