Accountant's Assistant Handbook

Importing data from an accountant’s transfer file sent via email 
If you transmitted data from the accountant’s transfer file to the client via 
email, your client will first need to save the ZIP file attachment to the 
location on his or her hard drive, network, or removable media that is 
specified in the Import from Accountant field on the CBS Data Folders 
tab of the Utilities / Options dialog.  
 
After the ZIP file has been saved in the correct location, choose File / 
Import / From Accountant. 
Note: If the security for the email program you or your clients use blocks 
files with a ZIP file extension, you should rename the file to use a 
different file extension. Your client would then need to change the file 
extension back to ZIP before importing the data into CBS. 
Company properties 
Once the import process is complete, you should verify the general 
company database information.  
 
In CBS, choose File / Company Properties.  

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Client Setup in CBS 
Accountant’s Assistant Handbook 
97 
Review the information on each of the tabbed pages, including the next 
scheduled export date and Accountant’s company ID, and export 
settings.  
 

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Client Setup in CBS 
 
98 
Accountant’s Assistant Handbook