WorkPapers Plus [Utilities menu, Data Conversion] (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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 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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