PC Software [Utilities menu, Data Conversion]

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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 overall objective of the PC Software conversion utility is to provide a comprehensive conversion of your data from PC Software Accounting Client Write-Up to the Write-Up CS software in CSA.

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

See also: PC Software to Write-Up CS Conversion Guide (PDF)

Special information

  • Due to differences in processing calculations and in data structures between PC Software and CSA, some data cannot be converted. Therefore, you should not expect to exactly duplicate results from PC Software using the converted data without adding or modifying the appropriate data in CSA. The specific items that cannot be converted and conversion exceptions are listed in the Conversion Notes and Exceptions section of the PC Software to Write-Up CS Conversion Guide (PDF).
  • Payroll check information is not converted from PC Software to CSA. It is recommended that you convert your client data at the beginning of a new quarter or year since some reports might not calculate correctly if you were to convert the client data in the middle of a quarter. Also, some manipulation of your data in PC Software may be required prior to conversion.

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