data from your client from the index in the CSA help browser, and then
select the topic called Export via the Internet (two-step process).
Retrieving client data At the end of each export period, you or your client will create an export
file. Export data typically includes all of the transactions dated on or
before the export date that were not previously exported, and they are
transmitted in the format needed for processing in Accountant’s
Assistant. The program will not retrieve transactions with dates after the
export date until the appropriate period.
