Accountant's Assistant Handbook

Retrieving client export data via email 
If you receive the client’s export data via email, you first need to save the 
EXPORTDATA file attachment to the location on your hard drive, 
network, or floppy disk specified in the Retrieve field of the Setup / File 
Locations dialog in Accountant’s Assistant. When the EXPORTDATA 
file has been saved in the correct location, verify that the correct client is 
open in CSA. In Accountant’s Assistant, choose Tasks / Retrieve, and the 
program automatically retrieves the export files from the specified 
location.