WinCABS Import [Utilities menu, Data Conversion]

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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 WinCABS to Creative Solutions Accounting (CSA) conversion utility is to provide a comprehensive conversion of your Client Accounting Systems WinCABS data to the Write-Up CS software in CSA.

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

See also: WinCABS to CSA Conversion Guide (PDF)

Special information

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

Fields & buttons

Enter the drive and folder where your WinCABS client files that you wish to import are stored, or click the Browse button to search for the correct folder.

Enter the client ID for the WinCABS client you wish to import into the currently selected CSA client.

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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