Accountant's Assistant Handbook

Disk or other removable media. If you intend to transfer 
information by floppy disk, you will need one or more floppy disks 
formatted to be readable by both your computer and your client’s 
computer. If you use a CD to transfer data, you must first save the 
file to a location on your hard drive, and then copy it to a CD. 
ƒ 
CBS ASP. If your client is using the ASP version of CBS (rather 
than the desktop version of the CBS software), please consult the 
PDF document entitled “Working with CBS ASP Clients,” which is 
available from the Accountant’s Assistant help. 
ƒ 
Starting with CSA version 2006.2.0 and CBS version 2006.3.0, you 
can use the one-step / two-step integration for exporting data from 
CBS to CSA. The CheckWriter tab of the Setup / Miscellaneous 
Information dialog includes the following options. 
ƒ  Export and Retrieve CBS Data. (One-step) You may want to 
mark this checkbox in the following situations. 
ƒ  Your client uses CBS ASP, and you use CSA in the Virtual 
Office CS
™
 environment. 
ƒ  You process data for the client in CBS through Virtual 
Office CS, and you use CSA in Virtual Office CS. 

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Client Setup in CSA 
 
36 
Accountant’s Assistant Handbook 
ƒ  You enter data in CBS for your clients, and you use CSA to 
process that data in your office. Note that both CBS and 
CSA must be installed on the same computer or network 
location in order to share data. 
If you mark this checkbox, when you click the Retrieve button, 
Accountant’s Assistant automatically exports and retrieves the 
client data in one step. For additional information, search on