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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Write-Up CS includes a utility for converting existing client data from The Write-Up Solution II (WS2), which is a DOS-based application. Unless you are converting the WS2 client data into an existing Payroll CS client, the application automatically closes the open client database before beginning the conversion process. (Note that the conversion process does not affect the original WS2 data.)
From the CSA main window, choose Utilities menu > Data Conversion > Write-Up Solution II.
See also: WS2 to CSA Conversion Guide (PDF)
Special information
Fields & buttons
Enter the drive and folder where your WS2 application files are installed, or click the Browse button to search for the correct folder.
Enter the drive and folder where your WS2 data files are located, or click the Browse button to search for the correct data folder.
Select the WS2 client whose data you want to convert by choosing it from the drop-down list.
Note: If no WS2 clients appear in the drop-down list , you may need to specify a different folder in the Location of WS2 system field.
To convert existing account groups for the selected WS2 client, mark this checkbox. If you mark this checkbox, the converted account groups are added to the default account groups provided with your Write-Up CS application.
To convert existing after-the-fact payroll and vendor data for the selected WS2 client, mark this checkbox. Note that to have the conversion application create global pay items from the wages in WS2, to convert any monthly, quarterly, and annual earnings amounts for each employee, you also need to mark the Convert employee earnings checkbox.
Note: This option is not available if you are converting into an existing CSA client.
Mark this checkbox if you want to have the conversion application create global payroll items from the wages and deductions in The Write-Up Solution II (WS2); to convert any monthly, quarterly, and annual earnings amounts for each employee.
If this checkbox remains unmarked, only general employee setup information will convert - no earnings amounts.
Example: If Gross Pay #1 is used multiple times for the same employee, multiple Gross Pay #1 items will be created for use in your Creative Solutions Accounting application. Only the first link of a linked employee will convert from WS2 (DOS).
Note: Whenever possible, convert employee earnings only when the client is large enough to make it of great value to do so. In other cases, we would recommend converting only the employee information, without the earnings data. You can then use the employee templates feature complete the payroll item structure for the individual employees. This allows the use of previously existing payroll items to avoid needless duplication and includes the added advantage of having the re-usable employee templates available for use on future employees.
The payroll items created from the converted wages and deductions are global items in the Creative Solutions Accounting application. This means there is a strong potential for duplication of payroll items when you convert earnings information for multiple clients.
This option, which is unmarked as the default setting, is only available if the Convert employee earnings checkbox is currently marked.
To convert all payroll items (pay items, deduction items, or withholding items) that have been set up for an employee in WS2, mark this checkbox. Otherwise, only payroll items with non-zero year-to-date amounts will convert for any employee.
For a Client Bookkeeping Solution (CBS) client
Mark this checkbox if you want to convert existing setup data for a CBS client from Accountant's Utilities (for use with WS2) to the format used by Accountant's Assistant (for use with Write-Up CS).
To convert transactions as well as account balances, mark this checkbox.
To convert account balances only (and not transactions), leave this checkbox unmarked.
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 want to convert DOS-based data from WS2 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 WS2 information for an existing Payroll CS client.
After-the-fact payroll data from WS2 is not available for conversion if you select this option.
Opens the conversion guide (PDF) in the Adobe Reader (or opens a related CSA help topic).