Take the Welcome Services Surveys

We're always looking for ways to improve. We'd appreciate you taking a moment to let us know your thoughts about your Welcome Services experience.

Take the surveys

Accounting CS Transition Tutorials

We offer three Accounting CS transition tutorials. Select a tutorial below, based on your current accounting product, for more information.

Kick Start your Transition with Accounting CS

Get up to speed on the latest enhancements to Accounting CS and how to integrate them into your practice. Its comprehensive suite of tools for on screen review, drill down, and efficient data entry will allow you to streamline delivery of services that your clients value. With a practical focus on your implementation you will be able to start utilizing these tools today and successfully kick start your transition to Accounting CS. Learn what sets Accounting CS apart

Recommended: Completed Welcome Services Tutorial

Accounting CS Transition from CS Professional Suite Accounting (CSA) Tutorial

This free web-based tutorial, for users transitioning from CS Professional Suite Accounting products, covers basic navigation and firm-wide setup in Accounting CS, including dashboards, security, staff members, and more. We'll take you step by step through a conversion, explaining the information that's needed on each screen, and discuss how to verify your data after the conversion. We'll also recommend certain reports that should be run to ensure your data has converted correctly.

Prerequisite: Completed Kick Start your Transition with Accounting CS Tutorial

Accounting CS Transition from Other Software Tutorial

This free web-based tutorial, for users transitioning from other accounting programs, covers basic navigation and firm-wide setup in Accounting CS including dashboards, security, staff members, and more. We'll discuss the different methods you can use to transition your data from your existing program to Accounting CS, including spreadsheet imports and importing from QuickBooks®. We'll also discuss verifying your data after the conversion, and recommend certain reports that should be run to ensure that your data converted correctly.

Prerequisite: Completed Welcome Services Tutorial

For more information on the Accounting CS transition tutorials, call Customer Service at 800.968.0600 (press 2).