Converting client data from Client Bookkeeping Solution (CBS): workflow

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If you transition your clients from Client Bookkeeping Solution (CBS) to Accounting CS Client Access, please keep in mind that you cannot convert client data directly from CBS to Accounting CS. You must first retrieve the data from CBS into Accountant's Assistant, transfer the data to Creative Solutions Accounting (CSA), and then convert the client data from CSA to Accounting CS. The flowchart below depicts the process for converting client data from Client Bookkeeping Solution to Accounting CS.

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CBS to Accounting CS conversion workflow

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