Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 GoSystem Audit to Trial Balance CS conversion utility is to provide a comprehensive conversion of your GoSystem Audit data to Trial Balance CS.
Choose Utilities > Data Conversion > GoSystem Audit.
Special information
GoSystem Audit to Engagement CS and Trial Balance CS Conversion Guide (PDF)*
Note: An active Internet connection is required to open a PDF marked by an asterisk (*).
Fields & buttons
Enter the drive and folder where your GoSystem Audit application files are installed, or click the Browse button to search for the correct folder.
Once you have specified the location of the files to import, choose the client whose data you wish to import by selecting it from the drop-down list.
Choose one of the following options:
Create new CSA client
If you choose this option, you must also enter a unique ID in the CSA client ID to create field.
Convert into current client
Choose this option if you wish to convert GoSystem Audit information for the currently selected CSA client. This will add the converted information to any Chart of Accounts, other setup information, or transactions that you might have already entered for an existing CSA client.
Note: This would be the option you would normally choose if you wanted to convert GoSystem Audit information for an existing Trial Balance CS client.
Click this button to automatically open the Conversion Guide in Adobe Reader (PDF).
CREATIVE SOLUTIONS ACCOUNTING
