data from your client from the index in the CSA help browser.
Exporting via the Internet If you choose the two-step integration method, the client’s export file(s)
will be waiting to be retrieved from the secure Thomson Tax &
Accounting server as soon as the export is complete.
In Accountant’s Assistant, choose Tasks / Retrieve to begin retrieving
the export data from the server. If more than one export file exists for the
client, the program will display the Select Export File dialog, which lists
the export files found and the export dates for each file. Select the correct
file and click OK and the retrieval process will continue.
The program deletes the export file from the server and copies it to the
d:\WINCSI\CSASys\CBSArchive\Export folder, where d represents the
hard drive or network location where the program files are installed for
your Write-Up CS and other CS Professional Suite Accounting Products
v.2006.2.x or higher. If you set up your client’s CBS software to include
a backup of the CBS company database during the client’s export, the
program places the backup file in the d:\
WINCSI\CSASys\CBSArchive\Backup folder.
Processing Client Information 138 Accountant’s Assistant Handbook
