Sage CPA Accounting [Utilities menu, Data Conversion]

Show expandable text


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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 Sage CPA Accounting to Creative Solutions Accounting (CSA) conversion utility is to provide a comprehensive conversion of your Sage CPA Accounting data to the Write-Up CS software in CSA.

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

See also: Sage CPA Accounting to CSA Conversion Guide (PDF)

Special information

  • Due to differences in processing calculations and in data structures between Sage CPA Accounting and CSA, some data cannot be converted. Therefore, you should not expect to exactly duplicate results from Sage CPA Accounting 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 Sage CPA Accounting to CSA Conversion Guide (PDF).
  • Payroll check information is not converted from Sage CPA Accounting to CSA. It is recommended that you convert your client data at the beginning of a new quarter or year since some reports might not calculate correctly if you were to convert the client data in the middle of a quarter. Also, some manipulation of your data in Sage CPA Accounting may be required prior to conversion.

Fields & buttons

Top of page

Was this article helpful?

Thank you for the feedback!