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Conversion guide: EasyACCT to Accounting CS

Import the converted client files into Accounting CS

Follow these steps to import data for an EasyACCT Write-Up client into Accounting CS.
  1. Open Accounting CS and go to
    File
    Import
    General Conversion
    .
  2. Go to the location of the data folder that you specified for the client in step 4 of the previous section of this guide, and select
    OK
    .
  3. Accounting CS verifies the payroll location of the client and its employees. A location must be specified for each employee “Business location” is set up by default. If you need to add a location, select
    Add Location
    . For best results, specify the full address for each location.
  4. The application verifies employee addresses based on the ZIP Code. One or more employees may appear on the
    Client and Employee Address Mapping
     screen. This would occur, for example, if the ZIP Code corresponds to multiple cities or counties. To display valid options, press the TAB key while your cursor is in the
    Lookup
     field. Select the correct city/county for each employee listed, then
    Update
    . Repeat this step until all employees are marked as
    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. After all tax information has been updated, select
    Finish
    .
  6. Print any informational messages that may be displayed on the screen. These messages indicate post-conversion steps that may be required before you can begin processing data in Accounting CS.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Conversions
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