Exporting client data from CBS

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

After you client has recorded and verified all transactions relevant to the current processing period, have them do the following steps on or after the Next Scheduled Export Date specified for their company to create an export disk (or disks) for you.

The export feature is not available for the CBS Sample Company or the CheckWriter Sample Company.

  1. In CBS, choose File > Export to Accountant.
  2. At the prompt asking if you want to save the data prior to export, click Yes.
  3. CBS will use the path specified in the Backup / Restore field in the CBS Data Folders tab of the Utilities > Options dialog, but you may specify a different path as necessary.
  4. CBS will copy the company database file to the backup drive and folder and then display a message prompt stating that the company data was successfully backed up. Click OK.
  5. In the Export Details dialog, select the CBS module(s) for which to export transactions, and confirm that the correct date is shown in the Current Export Date field.
    • If necessary (and if the client has security rights to do so), the client change the export date for CBS CheckWriter, CBS Accounts Payable, and CBS Accounts Receivable transactions, by entering a new date in the Current Export Date Override field.
    • CBS will use the path specified in the Export to accountant field in the CBS Data Folders tab of the Utilities > Options dialog, but you may specify a different path as necessary.
  6. Click Continue.
  7. After CBS has finished copying all current-period transaction records to the export disk, it will display a message prompt stating that the company database has been successfully exported. Click OK.

Related topics

Retrieving client export data from CBS (in Accountant's Assistant)

Processing transactions retrieved from CBS (in Accountant's Assistant)

Effect of client's CBS export data on the accountant's files

Export and Retrieve CBS Data (one-step process)

Using the Export via the Internet feature for a CBS client

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