ASCII File Import [Utilities menu]

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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.

The overall objective of the Creative Solutions Accounting (CSA) Utilities > Import > ASCII File command is to provide a time-saving method of importing data from non-CS Professional Suite applications to CSA. The import process requires that all import files be structured according specific guidelines. Note that, although importing information can save time over reentering the data into CSA, the structuring of the import files is technical in nature and may be time-consuming.

Before you open the import dialog you must open the client into which you would like to import data, and that client must include the General Ledger module.

After creating or opening the client in the CSA main window, choose Utilities > Import > ASCII File.

See also: Spreadsheet Import [Utilities menu]

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