Setting up a CBS client that is switching from another accountant

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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The following setup procedures pertain to setting up a new client who has been using CBS and working with another accountant who uses the CSA application.

Scenario A: Both the CSA client backup files and the CSA system files are available from the former accountant.

Scenario B: No CSA backup files are available from the former accountant.

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