Items transferred during conversion

The following tables identify fields in CCH Client Accounting Suite that are converted to Accounting CS. The tables are organized by screens in CCH Client Accounting Suite and Accounting CS and denote the necessary Accounting CS screen navigation.

Client information

CCH Client Accounting Suite field
Field location in CCH Client Accounting Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
Client Code
Lists
Client Setup
General
ID
Setup
Clients
Main
None
Federal ID#
Lists
Client Setup
General
EIN / SSN
Setup
Clients
Main
None
Business name
Lists
Client Setup
General
Client name
Setup
Clients
Main
CCH Client Accounting Suite allows 50 characters for
Business name
. The conversion allows only 30 characters. Only the 1st 30 characters are converted.
Taxpayer name
Lists
Client Setup
General
Client name
Setup
Clients
Main
CCH Client Accounting Suite allows 50 characters for
Taxpayer name
. The conversion allows only 30 characters. Only the 1st 30 characters are converted.
DBA Name
Lists
Client Setup
General
Payroll name
Setup
Clients
Main
None
Street Address
,
Address 2
,
Address 3
Lists
Client Setup
General
Addresses
(lines 1 and 2)
Setup
Clients
Main
Lists
Client Setup
Contact tabNoneOther Addresses
The following addresses are converted:
Business
/
Home
/
Other
City
Lists
Client Setup
General
City
Setup
Clients
Main
None
State
Lists
Client Setup
General
State
Setup
Clients
Main
None
Zip
Lists
Client Setup
General
ZIP
Setup
Clients
Main
None
Telephone #
Lists
Client Setup
General
Phone Number 1
Setup
Clients
Main
Defaults to
Lists
Client Setup
Contact tabNonePhone Number
if
Telephone #
is blank.
N/A
N/A
Phone Number 1 Ext
Setup
Clients
Main
Defaults to
Lists
Client Setup
Contact tabNoneExtension
.
Fax Number
Lists
Client Setup
General
Phone Number 2
Setup
Clients
Main
Defaults to
Lists
Client Setup
Contact tabNoneFax Number
.
ENoneMail Address
Lists
Client Setup
General
Email
Setup
Clients
Main
Defaults to
Lists
Client Setup
Contact tabNoneENoneMail Address
. See “Conversion notes and exceptions” for information on the conversion of email addresses.
Active
Lists
Client Setup
General
Active date
Setup
Clients
Main
Lists
Client Setup
Application Status
Inactive
Lists
Client Setup
General
Inactive date
Setup
Clients
Main
Lists
Client Setup
Application Status
Defaults to “(none)”.
To view “inactive” converted clients, mark the
Include Inactive
checkbox in the
Setup
Clients
screen in Accounting CS.
NAIC Code
Lists
Client Setup
General
Industry code
Setup
Clients
Main
Lists
Client Setup
Profile
Contact Name
Lists
Client Setup
Contact
Name
Setup
Clients
Main
Additional Contacts
None
Fiscal year
Lists
Fiscal Periods
Current fiscal year end date
Setup
Clients
Accounting Information
None
Number of periods
Lists
Fiscal Periods
Period frequency
Setup
Clients
Accounting Information
None
Entity
Lists
Fiscal Periods
Entity
Setup
Clients
Accounting Information
None
State
ATF Payroll
States None General (edit mode for each state)
State: Abbreviation
Setup
Clients
Payroll Taxes
None
State Unemployment ID
ATF Payroll
States None General (edit mode for each state)
State: Unemployment ID Number
Setup
Clients
Payroll Taxes
None
Employer SUI > Tax Rate
ATF Payroll
States None General (edit mode for each state)
State: UI base rate
Setup
Clients
Payroll Taxes
None
State Withholding ID
ATF Payroll
States None General (edit mode for each state)
State: Withholding ID
Setup
Clients
Payroll Taxes
None
Employer SDI > Tax Rate
ATF Payroll
States None General (edit mode for each state)
N/A
N/A
In Accounting CS, the SDI rate is updated automatically. See “Conversion notes and exceptions” for information regarding SDI rates.

Chart of Accounts information

CCH Client Accounting Suite field
Field location in CCH Client Accounting Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
Account Number
Lists
Chart of Accounts
Account List
Account number
Lists
Chart of Accounts
Account List
See “Conversion notes and exceptions”
Primary Description
Lists
Chart of Accounts
Account List
Description
Lists
Chart of Accounts
Account List
None
Account Category
Lists
Chart of Accounts
Account List
Classification code
Lists
Chart of Accounts
Account List
The conversion uses the Account Type to assign classification codes and subcodes.

GL transactions

CCH Client Accounting Suite field
Field location in CCH Client Accounting Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
Journal Entry
Journal Entry
Journal
Actions
Enter Transactions
See “Conversion notes and exceptions”.
N/A
N/A
Bank account
Actions
Enter Transactions
Type: Check
None
Reference
Activities
Check Entry
Check #
Actions
Enter Transactions
Type: Check
Only currentNoneyear transactions are converted.
Date
Activities
Check Entry
Date
Actions
Enter Transactions
Type: Check
None
Amount
Activities
Check Entry
Amount
Actions
Enter Transactions
Type: Check
The amount field in Accounting CS displays the deposit total.
Account #
Activities
Check Entry
Account
Actions
Enter Transactions
Type: Check
Distributions
None
Payee / Description
Activities
Check Entry
Description
Actions
Enter Transactions
Type: Check
Distributions
None
Reference
Activities
Check Entry
Reference
Actions
Enter Transactions
Type: Deposit
None
Date
Activities
Check Entry
Date
Actions
Enter Transactions
Type: Deposit
None
Amount
Activities
Check Entry
Amount
Actions
Enter Transactions
Type: Deposit
The amount field in Accounting CS displays the deposit total.
Account #
Activities
Check Entry
Account
Actions
Enter Transactions
Type: Deposit
Distributions
None
Payee / Description
Activities
Check Entry
Description
Actions
Enter Transactions
Type: Deposit
Distributions
None

Bank accounts

CCH Client Accounting Suite field
Field location in CCH Client Accounting Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
Bank Routing Number
Lists
Checking Accounts
Bank Setup
Routing number
Setup
Firm Information
Banks
None
Bank Name
Lists
Checking Accounts
Bank Setup
Bank Name
Setup
Firm Information
Banks
None
Account Name
Lists
Description
Setup
Bank Accounts
Main
None
N/A
N/A
Bank
Setup
Bank Accounts
Main
None
N/A
N/A
Account type
Setup
Bank Accounts
Main
All accounts convert as Checking type.
Account Number
Lists
Checking Accounts
Account number
Setup
Bank Accounts
Main
None
Last Check No.
Lists
Checking Accounts
Next Check Number
Setup
Bank Accounts
Main
None
GL Account
Lists
Checking Accounts
Account
Setup
Bank Accounts
Main

Vendor information

CCH Client Accounting Suite field
Field location in CCH Client Account Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
Vendor Code
Lists
Vendors
General
ID
Setup
Vendors
Main
None
Federal EIN
Lists
Vendors
General
EIN / SSN
Setup
Vendors
Main
None
Vendor Name
Lists
Vendors
General
Vendor name
Setup
Vendors
Main
None
dba Name
Lists
Vendors
General
DBA name
Setup
Vendors
Main
None
Remit Address
Lists
Vendors
General
Addresses
(line 1 and line 2)
Setup
Vendors
Main
Defaults to the vendor's business address.
City
Lists
Vendors
General
City
Setup
Vendors
Main
None
State
Lists
Vendors
General
State
Setup
Vendors
Main
None
ZIP Code
Lists
Vendors
General
ZIP
Setup
Vendors
Main
None
Telephone
Lists
Vendors
General
Phone Number
Setup
Vendors
Main
List
Vendors
Contact
Defaults to the vendor’s business number.
ENonemail line 1
Lists
Vendors
General
Email
Setup
Vendors
Main
List
Vendors
Contact
See “Conversion notes and exceptions” for information on the conversion of email addresses.
Client WriteNoneUp Expense Account
Lists
Vendors
General
GL Account
Setup
Vendors
Distributions
None

Payroll items

CCH Client Accounting Suite field
Field location in CCH Client Accounting Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
Description
ATF Payroll
Other Pays / Deductions
Main
Description & Report description
Setup
Payroll Items
The description for each pay and withholding item must be unique.
Code
ATF Payroll
Other Pays / Deductions
Main
Description & Report description
Setup
Payroll Items
None
Tax Reporting
ATF Payroll
Other Pays / Deductions
Tax Exemptions
tab
Setup
Payroll Items
See “Conversion notes and exceptions” for more information regarding Accounting CS Payroll items.
Employee Deduction None Amount
ATF Payroll
Other Pays / Deductions
Default amount
Setup
Payroll Items
ATF Payroll
Deductions
Calculation

Employee information

CCH Client Accounting Suite field
Field location in CCH Client Accounting Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
Employee Code
ATF Payroll
Employees
Required
ID
Setup
Employees
Main
None
Soc. Sec. #
ATF Payroll
Employees
Required
EIN / SSN
Setup
Employees
Main
None
First Name
ATF Payroll
Employees
Required
First
Setup
Employees
Main
None
Middle Name
ATF Payroll
Employees
Required
MI
Setup
Employees
Main
None
Last Name
ATF Payroll
Employees
Required
Last
Setup
Employees
Main
None
Check Address Line 1 & 2
ATF Payroll
Employees
Required
Address
(line 1 and line 2)
Setup
Employees
Main
Defaults to home address.
City
ATF Payroll
Employees
Required
City
Setup
Employees
Main
None
State
ATF Payroll
Employees
Required
State
Setup
Employees
Main
None
Zip
ATF Payroll
Employees
Required
Zip
Setup
Employees
Main
None
Telephone
ATF Payroll
Employees
Required
Phone Number 1
Setup
Employees
Main
The following employee phone number is converted to the
Home
field.
ENoneMail
ATF Payroll
Employees
Required
Email
Setup
Employees
Main
ATF Payroll
Employees
Employee Contact
Only 1
ENonemail
field converts. See “Conversion notes and exceptions” for information on the conversion of email addresses.
N/A
N/A
Department
Setup
Employees
Main
Converts
Dept. Description
and
Dept. Code
as
Description
.
Hire Date
ATF Payroll
Employees
Hire date
Setup
Employees
Personal
ATF Payroll
Employees
Status
Rate 1 Effective Date
ATF Payroll
Employees
Last raise date
Setup
Employees
Personal
ATF Payroll
Employees
Other
Terminated Date
ATF Payroll
Employees
Inactive date
Setup
Employees
Personal
ATF Payroll
Employees
Status
Birth Date
ATF Payroll
Employees
Birth date
Setup
Employees
Personal
ATF Payroll
Employees
Other
Marital Status
ATF Payroll
Employees
Marital status
Setup
Employees
Personal
ATF Payroll
Employees
Other
Gender
ATF Payroll
Employees
Gender
Setup
Employees
Personal
ATF Payroll
Employees
Other
Ethnic Origin
ATF Payroll
Employees
Race
Setup
Employees
Personal
ATF Payroll
Employees
Other

Employee earnings balances

See “Conversion notes and exceptions” for information on the conversion of employee earnings and withholding balances for the current period, current quarter, and yearNonetoNonedate.
CCH Client Accounting Suite field
Field location in CCH Client Accounting Suite
Accounting CS field
Field location in Accounting CS
Comments and additional information
“Regular Pay, “Overtime Pay,” and Other Pay items
ATF Payroll
Employees
Other Pays and Other Deductions
N/A
Setup
Employees
Payroll Items
See “Conversion notes and exceptions” for information on the conversion of pay and deduction items.
Current Period
Current Quarter
Year to Date
ATF Payroll
Employees
Other Pays and Other Deductions
FICANoneSS
FICANoneMed
Fed W/H
State W/H
Local
Setup
Employees
Payroll Taxes
FICA amounts are converted automatically. No special translation is required.
See “Conversion notes and exceptions” for information on the conversion of WNone4 information.
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