Export to accountant At the end of each processing period, your client creates an export file
from CBS. Note that if the client uses the optional CBS PayCheck
module, the client can choose to export CBS PayCheck data separately
from the other CBS modules.
The export file created by CBS CheckWriter contains transaction data for
all checkbooks, journal entries, and all other files required to update your
CSA data.
Transfer transactions to CBS You can transfer to the client transactions that you enter directly in CSA
or transactions that were entered in CBS and then modified in CSA.
When you generate a transfer file for your client in Accountant’s
Assistant, you will be prompted to select the transactions to include and
send to your client.
