Files, Security, and Payroll Items to select them.
3. Click
the
Generate button. If you are converting a client from CBS
(DOS), or if this client processes noncalculating payroll checks
through CBS CheckWriter, you also need to select Employee Templates.
4. In the Choose Licensee dialog, highlight the appropriate client and
click the Generate button.
Important! You must generate this transfer file and retrieve it into CBS
before the client creates their next export file. If this step is not
performed, you will not be able to retrieve the client’s export data into
CSA (you would only be able to retrieve it into WS2).
Appendix B: Converting CBS Clients from WS2 to CSA Accountant’s Assistant Handbook 159
