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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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

See also: Microsoft Office Accounting data import - overview The ability to import data from the Microsoft Office Accounting application 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 Microsoft Office Accounting 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 Microsoft Office Accounting, 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 data from Microsoft Office Accounting. 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.

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