Migrate from Accounting CS to Workpapers CS

Do the following to migrate from Accounting CS to Workpapers CS:

Make sure both Accounting CS and Workpapers CS are on the same, latest version.

Back up your Accounting CS data.

Make note of the SQL instance name Accounting CS uses.

Uninstall Accounting CS and its shared files:

On your computer, select Start
, then Programs and Features
.

Select Accounting CS
, then Uninstall
.

Do the same for Accounting CS Shared Files.

If you can't find Shared Files, uninstall it from the server.

Repeat this on all computers with Accounting CS.

Install Workpapers CS:

In Step 2, select Use an existing instance
and choose the SQL instance you noted earlier.

If you create a new SQL instance, restore your backup from step 2.

Go to Help
then About
and download the latest licenses.

Check your staff setup and security groups.

Turn on services for your clients in Setup
then Clients
.

This article applies to: