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Conversion guide: CCH Small Firm Services Client Accounting Suite to Accounting CS

Import the converted data into Accounting CS

Complete these steps to import the client’s converted data from CCH Client Accounting Suite into Accounting CS.
  1. Open Accounting CS and select
    File
    Import
    General Conversion
    .
  2. Go to the location of the data folder that you specified for the client in step 4 of the “Convert the client data before importing into Accounting CS” section of this guide, then select
    OK
    .
  3. Accounting CS verifies the payroll location of the client and its employees. Specify a location for each employee.
    • If employees are in the same location as the company, select
      Business Location
       from the dropdown if it is already not selected for you.
    • If you need to add a location, select
      Add Location
      . For best results, specify the full address for each location.
  4. Accounting CS verifies employee addresses based on ZIP Codes. If the ZIP Code previously assigned to an employee can be found in multiple cities or counties, the employee will be listed in the
    Client and Employee Address Mapping
     screen. To display valid address options for that employee, place your cursor in the
    Lookup
     field, press the TAB key, select the correct city/county, then select
    Update
    . Repeat this step until all employees are marked
    Valid
    , then select
    Next
    .
  5. If a local tax applies to the client, the locality will appear in the
    Local Withholdings Mapping
     screen, and you will need to verify all information for each locality, including the type of tax and the city. Update all tax information, then select
    Finish
    .

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Conversions
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