CS Professional Suite & Onvio

Training for CS Professional Suite

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Accounting CS

Accounting CS Transition Tutorial (Conversion from Creative Solutions Accounting)

In this course, we’ll cover basic navigation and firm-wide setup in Accounting CS, including dashboards, security, staff members, and more. Next we’ll take you step by step through a conversion, explaining the information that’s needed on each screen. Finally, we’ll discuss how to verify your data after the conversion, and recommend certain reports that should be run to ensure your data has converted correctly. The prerequisite for this tutorial is a Welcome Session with our Welcome Services team.

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