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Convert client data from Creative Solutions Accounting

Conversion walkthrough for CSA to Accounting CS

  • You'll need to complete the pre-conversion steps before you're ready to convert your client data.
  • In CSA, you'll need to close the client you're converting.
  1. On the
    Source Data
     screen, choose the locations where your CSA system and client data files are stored.
    1. Specify the locations of your CSA system and client data files.
    2. If you didn't specify the CSA data locations in the
      Setup > File Locations
       window, select
      Browse
       to locate the
      CSASys
       (system data) and
      CSAData
       (client data) subfolders within the
      WinCSI
       folder.
    3. In the Data Type section, select
      Clients
       to convert client data.
    4. Mark the
      Perform a custom conversion (Recommended)
      checkbox to convert data for a single client and review all of the mapping screens.
  2. On the
    Source Data — Clients
    screen, select the CSA client to convert.
    1. Mark the checkbox next to the client to convert.
    2. If you don't see your client listed, select
      Back
       button and change the data locations on the
      Source Data
       screen.
    3. If you still don’t see your client, select Cancel and close the conversion. Select
      Setup
      , then
      Clients
      . Verify that the client ID of the client you want to convert isn't already used in Accounting CS. If it is, change the client ID or delete the client record.
  3. On the
    Modules
     screen, use the checkboxes to specify the types of data to convert for each CSA module.
  4. On the
    Client Setup — Accounting Information
    , select the General Ledger account to use for undefined or missing General Ledger account numbers.
    1. Choose the account from the client's
      Chart of Accounts
       to use as the undistributed account.
  5. On the
    Client Setup — Account Mask
     screen, verify or change the account mask to use for this client in Accounting CS.
  6. On the
    Chart of Accounts — Classification Assignment
     screen, for each CSA account group, verify or select the Accounting CS classification code and subcode.
  7. On the
    Chart of Accounts — Classification
     screen, for each CSA account group, verify or select the corresponding Accounting CS classification code and subcode.
  8. On the
    Chart of Accounts — Grouping Schedule To Classification
     screen, For each CSA grouping schedule code/subcode, verify or select the Accounting CS classification code and subcode.
  9. On the
    Client Setup — Payroll
     screen, add work location information, assign primary and backup processors, and specify the time entry method and default check output.
    1. If the client has more than 1 work location, select
      Add Location
      .
    2. If you set up staff members in the
      Setup > Firm Information > Staff
       screen, select the primary and secondary processors for this client.
    3. Select the method in which the client's payroll time will be entered.
    4. Choose
      Paper checks
       or
      Remote printing
       as the default check method by which you'll provide payroll checks to the client.
  10. On the
    Client and Employee Address Mapping
     screen, verify the client's employee address information. If any addresses could not be validated, use the following steps to correct them.
    1. In the
      Lookup
       field, enter the ZIP Code or the city and state combination and press
      Tab
      .
    2. If the application indicates that an address difference was found, choose how to handle the addresses, then select
      OK
      .
    3. Select
      Update
       to update the address in the grid.
    4. Repeat these steps until all rows are marked as valid.
  11. On the
    Payroll — Vendors:
    screen, select the vendor type for each CSA vendor.
    1. Review the list of vendors to be converted and correct the vendor type, if needed.
    2. You can select
      Do not convert
       for any vendor you don't want to convert.
  12. On the
    Payroll — Departments
     screen, specify how payroll department information is converted.
    1. Mark the
      Locations
       checkbox to map the CSA department description to a location that you set up in the Client Setup - Payroll screen earlier in the conversion.
    2. Mark the
      Departments
       checkbox to create identical departments in Accounting CS.
    3. Mark the
      Employee Template/Job Description
       checkbox to skip the conversion of departments altogether.
  13. On the
    Payroll — Payroll Items
     screen, map CSA pay items to Accounting CS items.
  14. On the Payroll — Accruable Benefits screen, map CSA accruable benefit items to Accounting CS items.
  15. On the
    Payroll — Local Withholdings
     screen, map CSA local tax items to corresponding Accounting CS items, or choose not to convert them.
  16. On the
    Payroll - Workers' Compensation Classifications
     screen, map CSA workers' compensation classes to corresponding Accounting CS classification codes.
  17. On the
    Progress and diagnostics
     screen, view the conversion progress bar and a diagnostic report on completion.

This article applies to:

  • Product: Accounting CS, Workpapers CS