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

Processing steps required for each client before running the conversion program

  • The conversion program can't properly create export files if client data is locked by CCH Client Accounting Suite. Ensure that the client data is not in use and close the CCH Client Accounting Suite program before proceeding.
  • While the conversion program won’t alter any of your CCH Client Accounting Suite data, we strongly recommend making a backup copy of your data before starting the conversion process.
  • The conversion program assumes you have completed the processing period for the client in CCH Client Accounting Suite and will be processing the next period’s transactions in Accounting CS. If you have already started a new processing period in CCH Client Accounting Suite, do not run the conversion until you have posted all transactions. For example, if you are processing November data for client 123, post the transactions for November in CCH Client Accounting Suite and then convert to Accounting CS before entering any December transactions.
  • Accounting CS automatically defaults to a February 29 month-end date during leap years. Make sure that clients in CCH Client Accounting Suite use February 29 as a month-end date if you are converting data during a leap year.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Conversions
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