WorkPapers Plus [Utilities menu, Data Conversion] (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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.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 overall objective of the WorkPapers Plus (WPP) to Trial Balance CS conversion utility is to provide a comprehensive conversion of your client data from WorkPapers Plus for Windows to Trial Balance CS.

After creating or opening the client, choose Utilities > Data Conversion, and then choose WorkPapers Plus.

Note: A Trial Balance CS client must be currently open for this conversion to be available.

See also: Data Conversion from WorkPapers Plus for Windows to CSA (guide in PDF format)

Fields & buttons

Enter the drive and folder where your WPP data files are located, or click the Browse button to search for the correct folder.

Once you have specified the location of the files to import, choose the client whose data you wish to import by selecting it from the drop-down list.

Select the client's period processing frequency from the drop-down list.

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