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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
This checklist, which is a PDF document that you can view or print using the Adobe Reader, is designed to help you through the process of converting existing client data from your previous write-up software to Write-Up CS in CSA. (You can download and install the latest version of Adobe Reader from the Download page of the Adobe website.)
View the Checklist for Converting a Client to Write-Up CS (PDF)
See also: List of other PDF guides for the Creative Solutions Accounting software
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