Transfer to CSA [Tasks menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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