Setting up integration and data sharing with Practice CS

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For integration and data sharing to work the data locations must be setup. If any of the file locations are incorrect integration and data sharing will not function between Practice CS and other CS suite programs.

Setup

Practice CS

  1. In Practice CS, choose Setup, then System Configuration and File Locations.
  2. In File Locations, enter the location of client data for each program you wish to data share with. To use the default paths, click the Default Paths button.
  3. Click OK.

Accounting CS

  1. In Accounting CS, choose Setup, then File Locations.
  2. In the Practice CS field, verify that the path is correct. The default path is X:\WinCSI\Practice CS Data, where X is the drive or network location where Practice CS is installed.
  3. If the path is not correct, click the Browse button and browse to the Practice CS data location.

FileCabinet CS

  1. In FileCabinet CS, choose Setup, User Preferences, then File Location. This setting is user-specific and will need to be set by each user.
  2. In the list of Integrated applications, choose Practice CS.
  3. In the list of File Types, choose Practice CS client data and verify that the path is correct. The default path is X:\WinCSI\Practice CS Data, where X is the drive or network location where Practice CS is installed.
  4. If the path is not correct, click the Modify Location button and browse to the Practice CS data location.

Fixed Assets CS

  1. In Fixed Assets CS, choose Setup, User Preferences, then the File Locations tab. This setting is user-specific and will need to be set by each user.
  2. In the list of Integrated applications, choose Practice CS.
  3. In the list of File Types, choose Practice CS client data and verify that the path is correct. The default path is X:\WinCSI\Practice CS Data, where X is the drive or network location where Practice CS is installed.
  4. If the path is not correct, click the Modify Location button and browse to the Practice CS data location.

UltraTax CS

  1. In UltraTax CS, choose Setup, User Preferences, then the File Locations tab. This setting is user-specific and will need to be set by each user.
    • In UltraTax 2013 and later, you can choose Setup, Office Configuration, then the Default User Preferences tab to set and apply default preferences, including file locations, for all users.
    • In UltraTax 2009-2012, you can choose Setup, System Configuration, then the Default User Preferences tab to set and apply default preferences.
  2. From the list of Integrated applications, choose CS Practice Products.
  3. In the list of File Types, choose Practice CS client data and verify that the path is correct. The default path is X:\WinCSI\Practice CS Data, where X is the drive or network location where Practice CS is installed.
  4. If the path is not correct, click the Modify Location button and browse to the Practice CS data location.

Data sharing versus integration

Data sharing

Data sharing is the automatic sharing of information based on SSN, TIN, or EIN. Data sharing includes sharing demographic information (names, addresses, etc.) and sharing client notes.

Integration

Integration is anything that is not data sharing. Examples of integration are:

  • Populating the list of clients into Practice CS.
  • Sending invoices to Practice CS (integrated invoices).
  • Using UltraTax CS client status events to complete or extend Practice CS projects and tasks.
  • Linking documents in Practice CS to FileCabinet CS.

Related articles

UltraTax and Practice CS Integration Central

Data sharing overview

Practice CS: Data sharing demographic information with other programs

Data sharing client notes in Practice CS

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