PDS [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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 PDS Client Accounting (PDS) to Creative Solutions Accounting (CSA) conversion utility is to provide a comprehensive conversion of your PDS data to the Write-Up CS application in CSA.

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

See also: PDS Client Accounting to CSA Conversion Guide (PDF)

Special information

Fields & buttons

Enter the drive and folder where your PDS application files are loaded, or click the Browse button to search for the correct folder.

Example: If your PDS-CA application is on drive C, you would enter C:\PDS-CA.

Enter the client ID for the PDS client you wish to convert into the currently selected CSA client, or select the ID from the F4 drop-down list.

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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