Synchronize [Tasks menu]

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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The Synchronize feature in Engagement CS enables each staff member working on a portion of the engagement at any given time to manually link with the Office Master Client Data to send and receive updated workpapers.

To begin the synchronization process, choose Tasks > Synchronize.

When you choose the Synchronize command, the application tries to connect to the Office Master Client Data location as set up in the Setup > User preferences dialog. If that location is unavailable, then the application looks for the Field Master Client Data location. If neither connection is found, the Synchronize dialog opens to help you locate the appropriate files or shared network location.

Special information

  • Synchronizing with the Office Master Client Data is a time-saving feature in Engagement CS that enables you to update your engagement without having to receive Check Out files from the Master Client Data and create Check In files from the Local Client Data on a continual basis.
  • You must refresh outdated documents before you synchronize the engagement. See Refreshing engagement documents on demand for details.

Fields & buttons

Related topics

Synchronizing with the Field Master Client Data or the Office Master Client Data

Setting up user preferences for an engagement

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