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Rebuild and Sync Datasharing shortcut icon
Many of the applications in the CS Professional Suite can automatically share general client and employee data based on EIN or SSN through data sharing. This process is automatically generated when leaving and then reopening the application.
You can manually update the data sharing process within Accounting CS. You can select the
Data Sharing
button on the main toolbar to rebuild or sync client data between all CS Professional Suite applications. These options can be implemented for the current client or for all clients.note
- The current client option is available when you're in a client-specific screen likeEnter TransactionsorClients.
- You can disable the data sharing and syncing features in Accounting CS in the Preferences tab of thescreen.SetupFirm InformationFirm
Rebuild Data sharing
Rebuilding data sharing for a client removes all contents in the current year's data sharing file, recreates, and relinks information for the current client, including employee setup information.
note
When W-2s and 1099s are printed, a data sharing file is created in the Accounting CS data folder with
XX##
as the file extension. Because the rebuild process updates the latest file only, you'll need to reprint W-2s and 1099s after the rebuild is finished to update any bad data from in files that were previously created.Sync Data sharing
The Sync Data Sharing button retrieves the pending data sharing changes and incorporates them into the data sharing file. Selecting Sync Data Sharing displays the Data Sharing Updates window separately for each client that has changes.
This article applies to:
- Product: Accounting CS
- Subject: Integration