Alerts and notices

• Information about CSA expired licenses
• Retrieving CBS ASP data
• Transitioning from CSA to Accounting CS Services
• PDFs for Creative Solutions Accounting



Most popular

• CSA integration with UltraTax CS
  • Integrating data from CSA with UltraTax CS (FAQ)
  • Importing account balances from CSA into UltraTax CS
  • Opening CSA from UltraTax CS for fast updates of client data via JE
  • Understanding the Trial Balance CS to UltraTax CS bridging issues
  • W-2 and 1099-R data sharing with UltraTax CS
• Bank Reconciliation Troubleshooter
• Trial Balance Adjusting Journal Entry grid split screen
• Engagement CS: Excel documents contain #VALUE upon opening
• CSA MFC Application Error or Program Closing when Opening PDF Documents from the Engagement CS Workspace
• Engagement CS error message: "Unable to set the install property of the Add-In class. The Excel document could not be updated for the engagement"
• Troubleshooting: Unadjusted GL balance in bank reconciliation does not match Chart of Accounts balance

Contact us

• Send Support an email message
• Chat with Support
• Phone number and queues
• Support hours

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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