CPASoftware [Utilities menu, Data Conversion]

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The overall objective of the CPASoftware to Creative Solutions Accounting (CSA) conversion utility is to provide a comprehensive conversion of your CPASoftware data to the Write-Up CS software in CSA.

After creating or opening the client, choose Utilities > Data Conversion > CPASoftware.

See also: CPASoftware to CSA Conversion Guide (PDF)

Special information

Fields & buttons

Enter the drive and folder where your CPASoftware client files that you wish to import are stored, or click the Browse button to search for the correct folder.

Enter the client ID for the CPASoftware client you wish to import into the currently selected CSA client.

To convert employee earnings totals, mark this checkbox.

Opens the conversion guide (PDF) in the Adobe Reader (or opens a related CSA help topic).

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