Warning

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

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

After creating a new CSA client (using the File > New Client dialog), you have the following options for handling the initial setup of the client's data:

• Enter the client's setup information from scratch.
• Import the initial client data from ASCII files.
• Transfer setup information from an existing CSA client and then make any modifications that may be necessary for the new client.
• Convert the client's data that has previously been saved in certain other applications.

Return to Client setup overview (Write-Up CS)

Related topics

New Client or Client Properties [File menu]

Import [Utilities menu]

Transfer Client Information [Utilities menu]

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