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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Payroll CS includes a utility for converting existing client data from BASS Payroll. All data will convert except as noted under the topic BASS Payroll conversion issues. If any Payroll CS client is currently open when you begin the conversion process, the application automatically closes that client database before beginning the conversion. (Note that the original BASS data is not affected by the conversion process.)

Prior to beginning the conversion process, be sure to first print all checks in BASS Payroll. Unprinted check records are not included in the conversion process. The client should not be open in BASS Payroll during conversion.

From the Utilities menu, point to Data Conversion and then choose BASS.

Special information

The payroll items created from the BASS Payroll wages and deductions are global items in Payroll CS. This means there is a strong potential for duplication of payroll items when you convert earnings information for multiple clients.

Example: If the first client has Manager wages, the second has Mngr wages, the third has Managerial wages, and the fourth has Mgr wages, four Payroll CS global pay items will be created as a result of the conversion process when only one is actually needed.

Whenever possible, convert employee earnings only when the client is large enough to make it of great value to do so. In other cases, we would recommend converting only the employee information, without the earnings data. Then you can use the employee templates feature of Payroll CS to complete the payroll item structure for the individual employees. This allows the use of previously existing payroll items to avoid needless duplication and includes the added advantage of having the re-usable employee templates available for use on future employees. For more details, see Employee Templates [Setup menu].

You can view or print a document called Data Conversion Help Sheet: From BASS Payroll To Payroll CS using the Adobe Reader.

Note: If you received an error message when attempting to view this guide, you might need to install the latest version of the Adobe Reader. To do this, choose Help > On the Web > Adobe Reader, which takes you to the Adobe website from which you can download and install the Reader.

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