Populating FileCabinet CS from other CS Professional Suite applications

Alerts and notices

You can create blank client folders in FileCabinet CS for clients in other CS Professional Suite applications. Click the following links for procedures on populating FileCabinet CS.

From UltraTax CS

From Fixed Assets CS

From Practice CS

Note: You can restrict FileCabinet CS access to clients of your choosing in some CS Professional Suite applications.

From UltraTax CS

  1. From the UltraTax CS Help menu, choose Repair.
  2. Click the Misc tab.
  3. Click the FileCabinet CS option.
  4. Mark the Create an UltraTax CS folder in FileCabinet CS clients checkbox in the Populate CS Applications section, if desired.
  5. Select the desired FileCabinet CS data location from the FileCabinet CS field. This appears as a read-only field if your firm has only one data location.
  6. Click the Populate button.

From Fixed Assets CS

  1. From the Help menu, choose Repair.
  2. Click the Clients tab.
  3. Click the Populate FileCabinet CS button.

From Practice CS

  1. Choose File > Export and choose clients or staff.
  2. In the Export Clients or Export Staff screen, mark the FileCabinet CS checkbox and mark the checkboxes for the clients or staff you want to export to FileCabinet CS.
  3. Optional: To create a Practice CS folder in each new FileCabinet CS client drawer, mark the Create a Practice CS folder in FileCabinet Clients checkbox.
  4. Click the Export Selected button.

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