FastPay Import [Utilities menu, Data Conversion]

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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 FastPay to Creative Solutions Accounting (CSA) conversion utility is to provide a comprehensive conversion of your FastPay data to Payroll CS or the Payroll Compliance module in CSA.

After creating or opening the client, choose Utilities > Data Conversion > FastPay.

Special information

  • Due to differences in processing calculations and in data structures between FastPay and CSA, some information cannot be converted. Therefore, you should not expect to exactly duplicate results from FastPay 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 conversion guide, which is available in PDF format.
    Data Conversion from FastPay to Payroll CS (PDF)
  • Payroll check information is not converted from FastPay to CSA. We recommend that you convert your client data at the beginning of a year or at the beginning of a new quarter after running your required quarterly reports in your previous payroll application. Because most SUTA report forms are calculated using check-based information, make sure the entire quarter's payroll has been processed in CSA whenever possible. Also, some manipulation of data in FastPay may be required prior to conversion.

Fields & buttons

Enter the drive and folder where the FastPay client files that you wish to import are stored, or click the Browse button to search for the correct folder.

Enter the client ID for the FastPay client you wish to import into the currently selected CSA client.

To convert employee earnings totals, mark this checkbox.

Click this button to proceed with the import.

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