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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Accountant's Assistant is provided with the CBS Master License.

The ability to import data from QuickBooks Pro is available via Accountant's Assistant, which is an add-on application for Write-Up CS that is included with the CBS Master License.

1. Before you begin to import and process information using Accountant's Assistant, you need to have a CSA client that is properly configured for the QuickBooks Pro client data you will be importing. For more information on creating a new client in CSA, see Setting up a client in CSA.
2. In CSA, choose File > Client Properties. On the General Information tab, make sure the CBS Client checkbox is not marked.

   Also, be sure to mark the General Ledger module checkbox in the Add > Remove Module(s) dialog that is accessible from the File > Company Properties dialog. It is recommended that you also mark the Payroll Compliance module checkbox in this dialog.

   Note: If you will be importing payroll information from QuickBooks Pro, you must mark the Payroll Compliance module checkbox - but do not mark the Payroll CS checkbox. You must also set up a checkbook in CSA prior to importing QuickBooks Pro information. Click here for more information on setting up a checkbook in CSA.

3. Click the General Ledger tab and verify the information in this tab.
4. Click OK.

See also: QuickBooks Pro data import - overview

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