CS Professional Suite & Onvio

Training for CS Professional Suite

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Accounting CS

Accounting CS Transition Tutorial (Conversion from All Others)

In this course, we will cover basic navigation and firm-wide setup in Accounting CS including dashboards, security, staff members, etc. Next we will 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. Finally, we will discuss verifying your data after the conversion. We will recommend certain reports that should be run to ensure that your data converted correctly.The prerequisite for this tutorial is a Welcome Session with our Welcome Services team.

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