ASCII File Import [Utilities menu] (Trial Balance CS)

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The Utilities > Import command provides a time-saving method of importing data for a Trial Balance CS client from other software programs to CSA. The import process requires that all import files be structured according to specific guidelines. Note that, although importing information can save time over reentering the data into CSA, the structuring of the import ASCII files is technical in nature and may be time-consuming.

Before you open the import dialog you must first open the Trial Balance CS-only client into which you would like to import data.

After creating or opening the client, choose Utilities > Import.

Special information

See also: Spreadsheet Import [Utilities menu].

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