ATB Write-Up [Utilities menu, Data Conversion, AICPA]

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The overall objective of the ATB to Creative Solutions Accounting (CSA) conversion utility is to provide a comprehensive conversion of your client data from ATB Write-Up to the Write-Up CS software in CSA.

After creating or opening the client, choose Utilities > Data Conversion > AICPA > ATB Write-Up.

See also: ATB Write-Up to Creative Solutions Accounting Conversion Guide (PDF)

Special information

  • Due to differences in processing calculations and in data structures between ATB Write-Up and CSA, some data cannot be converted. Therefore, you should not expect to exactly duplicate results from your ATB software using the converted data without adding or modifying the appropriate data in CSA. The specific items that cannot be converted and conversion exceptions are listed in the Conversion Notes and Exceptions section of the relevant conversion guides that are available in PDF format.
  • Although each payroll transaction is converted to each period's GL transactions screen, these transactions are not converted to the payroll checkbook. Therefore, no payroll transactions are converted for payroll purposes from ATB Write-Up to CSA. However current-period, current-quarter, and year-to-date earnings are converted to enable you to process W-2s and current-quarter payroll reports. For this reason, you should convert after finishing the payroll processing for a quarter or at year-end.
  • Please refer to the conversion guide (as mentioned above) for complete information about the conversion process and for specific information about the specific kinds of data that can or cannot be converted.

Fields & buttons

Enter the path to the ATB client data that you want to convert to CSA, or click the Browse button to search for the correct data folder.

Example for conversion from ATB Write-Up

If ATB Write-Up is on drive C and you want to convert client 123456, you would type: c:\atbwu\clients\{_123456. Each client is stored in its own subfolder of the ATBWU/CLIENTS folder.

After you have specified the location of the files to convert, choose the client that you would like to convert by selecting it from the drop-down list.

Applicable only for a conversion from ATB Write-Up

Mark this checkbox if you would like to convert employee earnings information for the selected client.

Note: If there are no employee earnings in the ATB Write-Up file, we recommend that you not mark this checkbox. You will then be able to use the Employee Templates feature of the Payroll Compliance module to complete the payroll item structure for the individual employees. This includes the added advantage of having the re-useable employee templates available for use when adding future employees.

Opens the conversion guide (PDF) in the Adobe Reader (or opens a related CSA help topic).

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