Export to Accounting CS [Utilities menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Utilities > Export to Accounting CS dialog to create an export file that consists of selected client specific and/or global statements that can be converted into Accounting CS.

From the Financial Statement Editor window, choose Utilities > Export to Accounting CS.

Note: You must complete the conversion of client data from CSA prior to exporting financial statements. For information, see the PDF document titled Conversion Guide: Financial Statement Files from CSA to Accounting CS.

Creating an export file

  1. In the Focus statement listing groupbox, mark the Client-specific statements and/or the Global statements checkboxes.
  2. Double-click one or more of the financial statements listed in the left (Available) pane to move them to the right (Selected) pane, or click the Select All button. .
  3. Click OK to create an export file that consists of the selected financial statements.

Note: You may notice the Financial Statement Editor grid flicker as the export file creation runs through each statement. This provides you with a visual indication of which financial statement is currently being processed.

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