Transfer Data to Financial Analysis CS [Utilities menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

For licensed users of Financial Analysis CS, which can store up to ten years of financial data per client and enables you to compare the financial data of two or more of your clients' businesses to benchmark their financial position in relation to other similar companies or to a standard provided by your own industry source. This can help your clients to make informed decisions about key areas of their businesses, including growth strategies, investments, and staffing levels.

Integrated industry source data is also available for Financial Analysis CS users who subscribe to the RMA Annual Statement Studies and/or the Data Exchange.

From the CSA main window, choose Utilities > Transfer Data to Financial Analysis CS.

For integration with Financial Analysis CS to be available, you need to have Creative Solutions Accounting v.2004.4.1 or higher installed.

CSA data is transferred to Financial Analysis CS via account groups (for a Write-Up CS client or a Trial Balance CS client) or via grouping schedules (for a Trial Balance CS client). To create or modify account groups in CSA, choose Setup > Account Groups. To define grouping schedules, choose Setup > Grouping Schedules.

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Special information

For a Trial Balance CS client

You also need to select the source of the data (account groups or grouping schedule) to be transferred to Financial Analysis CS.

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