Accountant's Assistant Handbook

Exporting and retrieving CBS data in one step 
If your client uses CBS ASP or if you enter data in CBS for your client, 
you can use the one-step integration to have CBS export the client’s data 
and then have Accountant’s Assistant automatically retrieve that data 
when you click the Retrieve button. 

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Processing Client Information 
Accountant’s Assistant Handbook 
133 
To enable this export option, mark the Export and Retrieve CBS Data 
option on the CheckWriter tab of the Setup / Miscellaneous Information 
dialog in Accountant’s Assistant. 
When you are ready to export at the end of the processing period for the 
CBS client, close the CBS company database. In Accountant’s Assistant, 
choose Tasks / Retrieve. The program prompts you to back up the CSA 
client database and then prompts you to back up the CBS company 
database; it is recommended you click Yes for both prompts. Once the 
backups are completed, the export process will begin. Once the export 
has completed successfully, CSA automatically starts the retrieval of the 
data. 
For additional information, search on Exporting and retrieving CBS