CREATIVE SOLUTIONS ACCOUNTING
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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
During the first import or prior to subsequent imports of client data that has been exported from QuickBooks Pro, use this dialog to choose the corresponding CSA location or department numbers for each QuickBooks Pro location or department included in the client's data. This information is specific to the selected CSA client.
Accountant's Assistant: You can choose Utilities > Accountant's Assistant, and then choose QuickBooks Pro. From the Accountant's Assistant main window, choose Setup > Locations/Departments.
Accountant's Assistant: or Trial Balance CS with GL: This dialog appears automatically during the import process if you choose Yes when prompted to import classes prior to the import.
Notes
- The Assign Classes dialog is accessible only if the CSA client's Chart of Accounts mask has been set up to accommodate locations or departments. The CSA Chart of Accounts mask must contain Ls or Ds, but not both. If the Chart of Accounts mask contains both, a warning message appears.
- QuickBooks Pro classes can be imported as locations or departments, but not both.
Fields & buttons
QB Class and CSA Locations or CSA Departments list
CSA Location or CSA Department
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