At the client’s office Before you travel to a client’s office, we strongly recommend that you
first perform these steps for a CBS client at your own office. This will
enable you to see how the conversion process works and help you to
know what to expect.
1. At the client’s office, install the CBS client module(s) from the
Client Bookkeeping Solution CD, 2001.5.x or greater and then open
CBS.
2. If you are converting the client from The Checkbook Solution
(DOS), first choose File / Import / From CBS For DOS.
3. Open the client company in CBS.
4. Choose
File / Backup / Database to back up the company data.
5. Choose
File / Import / From Accountant to import data from the
accountant’s transfer file created in Accountant’s Assistant. After
this import, the client is considered a CSA client and will now be
able to export data only to Accountant’s Assistant and CSA (not to
CBS AU and WS2).
Note: If your client uses CBS PayCheck, please be aware that your tax
ID codes will change. The PayCheck items will have the same
functionality as before; only the tax ID code that is referenced will be
different. If you imported data from CBS for DOS, please review the
appropriate User Bulletin for more details on steps you need to take in
CBS before you can begin processing data for the client in CBS.
Important! For additional information regarding the conversion of
payroll clients, search on Converting client data from the index in the
CSA help browser, and then select the topic called Converting a CBS
