Converting client data from Creative Solutions Accounting (CSA)

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Use the CS Professional Suite Accounting Conversion wizard to convert client data from Trial Balance CS and Engagement CS in Creative Solutions Accounting (CSA) to Accounting CS data. This conversion wizard enables you to convert general client information, Chart of Accounts data, account groups, financial statements, journals, and balances.

Choose File > Import > CS Professional Suite Accounting Conversion.

Note: When you choose a custom conversion, you can convert data for only one client at a time.

Conversion guides

A number of conversion guides are available to provide detailed information about the conversion process, either for a single client or for multiple clients. Prior to starting a conversion, be sure to carefully review the applicable PDF conversion guide.

Trial Balance CS and Engagement CS to Workpapers CS (PDF)

Financial Statement Files from CSA to Workpapers CS (PDF)

Conversion walkthroughs

The CS Professional Suite Accounting Products Conversion wizard offers different options for converting client data from CSA to Workpapers CS.

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