File Locations dialog

Alerts and notices

Use the File Locations dialog to specify the folder locations for various types of data.

Choose Setup > File Locations.

Tabbed pages in this dialog

The fields in this tab specify the folder locations for this application and for other applications in the CS Professional Suite. (This information is saved in an XML file that is specific to your workstation/user login.)

  • Backup/Restore — enter or browse to the location for backing up/restoring client data files.

    Example: C:\WinCSI\Workpapers CS\Backup

  • CSA client — if converting data from Creative Solutions Accounting (CSA), enter or browse to the location of your CSA client data files.

    Example: C:\WinCSI\CSAData

  • CSA global — if converting data from Creative Solutions Accounting, enter or browse to the location of your CSA system files.

    Example: C:\WinCSI\CSASys

  • FileCabinet CS — if licensed for FileCabinet CS, enter or browse to the location for files printed to FileCabinet CS.

    Example: C:\WinCSI\FCabData

  • Onvio — if licensed for Onvio, enter or browse to the folder location for files printed to Onvio.

    Example: C:\WinCSI\Onvio Data

  • Practice CS — if licensed for Practice CS, enter or browse to the folder location of your Practice CS data.

    Example: C:\WinCSI\Practice CS Data

  • UltraTax CS — if licensed for UltraTax CS, enter or browse to the folder location of your UltraTax CS data.

    Example: C:\WinCSI\UT<YY>Data, where <YY> represents the UltraTax CS tax year.

The fields in this tab specify the default folder locations for data to be imported into Workpapers CS. (This information is saved for the current user.)

Enter or browse to the folder location  for example, C:\.

  • General
  • Spreadsheet

Note: For users working in the Virtual Office CS or Software as a Service (SaaS) environment, Y:\ is the default drive.

The fields in this tab specify the default folder locations for data to be exported from Workpapers CS. (This information is saved in the firm database and is applicable to your entire firm.)

Enter or browse to the folder location  for example, C:\WinCSI\Workpapers CS Data\Export\.

Note: For users working in the Virtual Office CS or Software as a Service (SaaS) environment, Y:\ is the default drive.

Related topics

Setting up file locations

Converting client data from Creative Solutions Accounting (CSA)

Spreadsheet import overview

Data sharing overview

Client data export for tax reporting

Changing the FileCabinet CS file location in Accounting CS

Internal notes


If a user has Client Access, the file Location for ACH files is the same across data location profiles and clients on Client Access regardless of security settings.

  • Firm Hosted Client Access (FHCA) users need to use drive mapping to point client access users to unique folders. 
  • For Virtual Office (VO/SaaS) users, make sure that each Client Access user that should have a separate ACH folder is associated with a unique data location profile.
For more information, see ADO 1069902.

To reset the paths for Firm Hosted Client Access (FHCA), visit a Resolver to obtain a script.