Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Utilities > ProfitCents Export dialog enables you to choose one or more client and/or global financial statements to save in format that can be imported into Sageworks ProfitCents.
You may also specify the destination folder for the output file, the statement date, the number of years of balances to include (1 to 10), the number of units within the current period, and whether you want a separate file created for each selected statement.
From the Utilities menu, choose ProfitCents Export.
See also: Exporting a financial statement to Sageworks ProfitCents
Fields & buttons
Lists the statements for inclusion in an export file (except those already listed in the Statements selected pane). Double-click a statement name to select it for inclusion in the export file.
All statements that have been selected for inclusion in the export file report are listed here. Double-click a statement name if you do not want to include it in the export file.
To limit the statements that are available for selection you may mark either or both of the following checkboxes.
- Client-specific statements. Includes statements saved in the client data folder.
- Global statements. Includes statements saved in the c:\wincsi\csasys\statements folder and that are accessible for any client.
Specify the drive and folder where you want the export file to be saved.
Complete the following fields as appropriate for the client statements:
- Statement date
- Years of balances
- # of units in current period
- Separate files (checkbox)
If this checkbox is marked, each of the selected statements will be saved as a separate file the format required for subsequent import into ProfitCents. Otherwise, all of the selected statements will be included in a single file.