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Text Content

\

Directory Global directory


TAX AND ACCOUNTING REGIONS

 * Asia Pacific
 * Europe, Middle East, and Africa
 * Latin America
 * North America


SECTORS

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 * More Thomson Reuters sites

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CS PROFESSIONAL SUITE®




HELP & HOW-TO CENTER



CREATIVE SOLUTIONS ACCOUNTING

   
 * BROWSE SUBJECTS
   
 * INDEX
   
 * 
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 * SEARCH OPTIONS
   
 * SUPPORT
   
 * INTERNAL TOOLS


SAGE CPA ACCOUNTING [UTILITIES MENU, DATA CONVERSION]

Warning

Product support for the Creative Solutions Accounting platform ended on
September 30, 2020.

 * Write Up CS
 * Payroll CS
 * Engagement CS
 * Client Bookkeeping Solution
 * Financial Analysis CS

Help & How-To Center content for the Creative Solutions Accounting platform may
be outdated and is used at your own risk.



The overall objective of the Sage CPA Accounting to Creative Solutions
Accounting (CSA) conversion utility is to provide a comprehensive conversion of
your Sage CPA Accounting data to the Write-Up CS software in CSA.

After creating or opening the client, choose Utilities > Data Conversion >
CPASoftware.

See also: Sage CPA Accounting to CSA Conversion Guide (PDF)


SPECIAL INFORMATION

 * Due to differences in processing calculations and in data structures between
   Sage CPA Accounting and CSA, some data cannot be converted. Therefore, you
   should not expect to exactly duplicate results from Sage CPA Accounting using
   the converted data without adding or modifying the appropriate data in CSA.
   The specific items that cannot be converted and conversion exceptions are
   listed in the Conversion Notes and Exceptions section of the Sage CPA
   Accounting to CSA Conversion Guide (PDF).
 * Payroll check information is not converted from Sage CPA Accounting to CSA.
   It is recommended that you convert your client data at the beginning of a new
   quarter or year since some reports might not calculate correctly if you were
   to convert the client data in the middle of a quarter. Also, some
   manipulation of your data in Sage CPA Accounting may be required prior to
   conversion.


FIELDS & BUTTONS

Location of files to import

Enter the drive and folder where your Sage CPA Accounting client files that you
want to import are stored, or click the Browse button to search for the correct
folder.

Client to import

Enter the client ID for the Sage CPA Accounting client you want to import into
the currently selected CSA client.

Convert Employee Earnings

To convert employee earnings totals, mark this checkbox.

View Conversion Guide button

Opens the conversion guide (PDF) in the Adobe Reader (or opens a related CSA
help topic).





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