Microsoft Office Accounting data import - overview

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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.

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

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