Accountant's Assistant Handbook

Appendix B: 
Converting CBS Clients  
from WS2 to CSA 
This appendix provides important information for users who are 
converting Client Bookkeeping Solution clients from The Write-Up 
Solution II (WS2) to Write-Up CS within the Creative Solutions 
Accounting (CSA) software.  
Note: For information on converting a client from The Checkbook 
Solution (DOS) to Client Bookkeeping Solution, please search on 
Converting client data from the index in the CSA help browser, and 
select the topic called Converting a CBS (DOS) client to CBS in CSA. 
For all users converting clients from WS2 to CSA 
Before converting a CBS client from WS2 to CSA, you must completely 
process all client export data. After converting the client data, you will 
lose any client export data that has not already been processed. 
It is also recommended that you ask your client not to process payroll 
after their final export but before you convert the client to CSA and 
create a new accountant’s transfer file for the client to import. 
 

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Appendix B: Converting CBS Clients from WS2 to CSA 
 
154 
Accountant’s Assistant Handbook 
Note: For receivable transactions, Accountant’s Assistant converts only 
printed and exported transactions, so it is highly recommended that your 
client complete the Export to Accountant procedure just prior to running 
the import from CBS (DOS).