Data Sharing [Utilities menu]

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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The data sharing feature in CSA enables you to general client and employee data (based on the SSN/EIN) across all Creative Solutions Accounting applications and also between CSA and other CS Professional Suite applications:

  • CSA can share general client data with Creative Solutions Practice, Practice CS, and Fixed Assets CS.
  • CSA can share general client and employee data plus W-2 and 1099-R data with UltraTax CS.

Note: Use the File Locations tab of the Setup > User Preferences dialog to specify the data folders for your other CS Professional Suite applications.

To enable data sharing in CSA, click the Data Sharing tab on the Setup > System Configuration > Administration dialog, and then mark the Enable Data Sharing checkbox.

To view pending updates to data for the selected CSA client, choose Utilities > Data Sharing.

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Related topics

Data sharing overview

Enabling data sharing for all CSA clients

Disabling data sharing for a single CSA client

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