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

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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