ProSystem fx Trial Balance [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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 ProSystem fx Trial Balance to Creative Solutions Accounting conversion utility is to provide a comprehensive conversion of your ProSystem fx Trial Balance data to the Trial Balance CS software in CSA.

After creating or opening the client, choose Utilities > Data Conversion > ProSystem fx Trial Balance.

See also: Conversion Guide: ProSystem fx Trial Balance to Trial Balance CS (PDF)

Special information

Due to differences in processing calculations and in data structures between ProSystem fx Trial Balance and CSA, some data cannot be converted. Therefore, additions and/or modifications to the converted client data in Trial Balance CS may be required after the conversion to exactly duplicate the trial balance client information in Trial Balance CS from a ProSystem fx Trial Balance client. The specific items that cannot be converted and conversion exceptions are listed in the Conversion Notes and Exceptions section of the Conversion Guide: ProSystem fx Trial Balance to Trial Balance CS (PDF).

See also: Conversion Guide: Trial Balance Data from ProSystem fx Engagement to Trial Balance CS (PDF)

Fields & buttons

Enter the location where the client data files to be converted are stored, or click the Browse button to search for the correct data folder.

Once you have specified the location of the files to convert, choose the client that you would like to convert by selecting it from the drop-down list.

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

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