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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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

• Due to differences in processing calculations and in data structures between PDS and CSA, some data cannot be converted. Therefore, you should not expect to exactly duplicate results from PDS 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 PDS Client Accounting to CSA Conversion Guide (PDF).
• Payroll check information is not converted from PDS 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 PDS may be required prior to conversion.

Fields & buttons

Location of PDS program

Client to import

Convert Employee Earnings

View Conversion Guide button

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