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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Accountant's Assistant is provided with the CBS Master License.
You can use Accountant's Assistant to import client data from Microsoft Office Accounting or Office Accounting Express (versions currently supported by the software provider). Information can be imported into Accountant's Assistant only from the *.sbaexportdata file created by using the CS Utilities Add-in from within Office Accounting.
From the CSA main window, choose Utilities > Accountant's Assistant > Microsoft Office Accounting.
Special information
Setting up a CSA client for Microsoft Office Accounting data import
Using the Microsoft Office Accounting Export Utility
Using the Export via the Internet option for Microsoft Office Accounting
Importing client data from Microsoft Office Accounting
Processing transactions retrieved from Microsoft Office Accounting
Reports in Accountant's Assistant for Microsoft Office Accounting data
Effect of Microsoft Office Accounting data on accountant's files
Was this article helpful?
Thank you for the feedback!