Using the Export via the Internet feature for a CBS client

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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.

The Export via the Internet feature provides an easy solution for transferring export files from Client Bookkeeping Solution. During the export process, your client's export file is placed on servers at our network of secure data centers, which you can then retrieve into Accountant's Assistant. This process eliminates the need to use removable media or email for the retrieval.

You and your client must each have a reliable internet connection to use the Export via the Internet option.

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To enable Export via the Internet (from the accountant's office)

  1. In Accountant's Assistant, choose Setup > Miscellaneous Information.
  2. On the Checkwriter tab of the Setup > Miscellaneous Information dialog, mark the Export via the Internet checkbox. (When you do this, the application automatically marks the Export via the Internet checkbox on the PayCheck tab and in the Setup > File Locations dialog.)

    You may also mark the Include client backup with export data checkbox to have the application send you a pre-export copy of the CBS client database along with the client's export file.

  3. Generate a new transfer file that includes the CheckWriter Miscellaneous information for your client to import into CBS by choosing Tasks > Generate, or by clicking the Generate button on the shortcut bar.
  4. In the Generate dialog, select the CheckWriter Miscellaneous items to move to the right-hand (Selected) pane.
  5. Click the Generate button to create the transfer file in the appropriate folder location (as specified in the Generate field of the Setup > File Locations dialog within Accountant's Assistant).

Note: You need to provide your client with this transfer file to import into CBS before they start their next export.

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To create the export files from CBS (at the client's office)

The procedure to export via the internet is the same as if your client were doing a regular export to some form of removable media or to a location on their local hard drive.

  1. In CBS, choose File > Export to Accountant.
  2. Specify the appropriate modules for the export in the Export Details dialog and then click Continue.
  3. After the successful completion of the export, the application displays a message prompt asking the client if they would like to email the export information to the accountant. If you want to receive that notification via email, have the client click Yes.

    The application automatically enters the accountant's email address (as specified on the Setup > Miscellaneous Information > CheckWriter tab in Accountant's Assistant) in the email message, but the client may manually enter the accountant's email address.

Notes

  • Your client must have a MAPI compliant email application installed to receive the prompt asking if they would like to email you the export information.
  • If the export process fails at your client's office for any reason, the application will display a message prompt asking if they would like to export to the path they have set in the Export to Accountant field of the CBS Data Folders tab of the Utilities > Options dialog, or they may retry sending the export to the servers at our data centers.

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To retrieve the client's export file (at the accountant's office)

Once you have received confirmation from your client that the export file is available on the servers at our network of secure data centers, you can retrieve the file in Accountant's Assistant.

  1. In Accountant's Assistant, choose Tasks > Retrieve or click the Retrieve button on the shortcut bar. Back up your CSA client data when prompted to do so.
  2. If more than one export file exists for the CSA client on the servers, the Select Export File dialog opens automatically and lists each export file found for the client, along with the export dates corresponding to each file. Select the correct file and click OK.
  3. After the retrieval has been completed successfully, the application deletes the export file from the servers and sends a copy to d:\WINCSI\CSASys\CBSArchive\Export, where d represents the hard drive or network location where the application files are installed for your Write-Up CS and other CS Professional Suite Accounting applications (v.2006.2.x or higher). If a backup of the CBS company database was included with the client's export, that file will be placed in d:\WINCSI\CSASys\CBSArchive\Backup.

    Note: If the retrieval fails or is canceled, click the Retrieve button again. A message prompt opens to ask if you want to try retrieving the same export file again.

    • To attempt the retrieval again, click Yes.
    • To retrieve a different file from the server or to retrieve from a different file location, click No and respond to the message prompts. (For example, if you want to retrieve an export file that you have stored locally, the application will prompt you to clear the Export via the Internet checkbox on the CheckWriter tab of the Miscellaneous Information dialog before resuming the retrieval process.)
  4. Verify the data in Accountant's Assistant before transferring it to CSA.

To disable the Export via the Internet option for the CBS client

Clear the Export via the Internet checkbox on the CheckWriter tab of the Setup > Miscellaneous Information and then generate new transfer files containing the CheckWriter miscellaneous information for your client to import into CBS.

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Related topics

Retrieving client export data from CBS

Processing transactions retrieved from CBS

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

Reports in Accountant's Assistant

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