Items transferred during the conversion

The following tables identify fields in EasyACCT that are converted to Accounting CS. The tables are organized by screens in EasyACCT and Accounting CS and denote the necessary Accounting CS screen navigation. Note that some amounts are calculated during the import process based on data located in multiple fields in EasyACCT.

Client information

EasyACCT Company field	Field location in EasyACCT	Accounting CS field	Field location in Accounting CS	Comments and additional information
Client Code	File Company Information	ID	Setup Clients Main	None
Federal ID Number	File Company Information	EIN/SSN	Setup Clients Main	None
Company Name	File Company Information	Client name	Setup Clients Main	None
DBA/Tax Name	File Company Information	Payroll name	Setup Clients Main	None
Address (lines 1 and 2)	File Company Information	Address (lines 1 and 2)	Setup Clients Main	The Business address is converted.
City	File Company Information	City	Setup Clients Main	None
ST	File Company Information	State	Setup Clients Main	None
ZIP	File Company Information	ZIP	Setup Clients Main	None
Phone Number	File Company Information	Phone Number 1	Setup Clients Main	The following client phone number will be converted to this field: Business .
Fax Number	File Company Information	Phone Number 2	Setup Clients Main	The following client contact phone number will be converted to this field: Fax .
Contact	File Company Information	Name	Setup Clients Main Additional Contacts	None
General Ledger Year-end	File Company Information	Current fiscal year end date	Setup Clients Accounting Information	None
Periods in Year	File Company Information	Period frequency	Setup Clients Accounting Information	None
Last Postings	File Company Information	Current period end date	Setup Clients Accounting Information	None
Type of Company	File Company Information	Entity	Setup Clients Accounting Information	None
SUTA Rates/Limits	File Company Information	State: Unemployment ID Number	Setup Clients Payroll Taxes	None
N/A	N/A	State: UI base rate	Setup Clients Payroll Taxes	None
State Tax IDs	File Company Information	State: Withholding ID	Setup Clients Payroll Taxes	None

Chart of Accounts information

EasyACCT field	Field location in EasyACCT	Accounting CS field	Field location in Accounting CS	Comments and additional information
Account Number	General Ledger Accounts	Account number	Setup	See "Conversions notes and exceptions"
Account Description	General Ledger Accounts	Description	Setup Chart of Accounts	None
Account Type	General Ledger Accounts	Type	Setup Chart of Accounts	None
Current Yr.	General Ledger Accounts	Current year beginning balance	Setup Chart of Accounts	Displayed on Trial Balance Detailed Report
Current Yr. Budget	General Ledger Accounts	Current year Budget	Setup Chart of Accounts	Displayed on Trial Balance Detailed Report

General ledger transactions

EasyACCT field	Accounting CS field	Field location in Accounting CS	Comments and additional information
Journal	Journal	Actions Enter Transactions	Transactions are converted into the General Journal. To move them into another journal, see “Conversion notes and exceptions”.
N/A	Bank account	Actions Enter Transactions Type: Check	The bank account is inferred during the conversion from the related balancing entry. If you did not set up any checkbooks in EasyACCT, no transactions are converted.
Empl/Vnd ID	ID	Actions Enter Transactions Type: Check	This information converts from earnings records.
Payee/Description	Payee	Actions Enter Transactions Type: Check	None
Account Number	Account	Actions Enter Transactions Type: Check Distributions	None
Reference	Reference	Actions Enter Transactions Type: Deposit	Only current-year transactions are converted.
Date	Date	Actions Enter Transactions Type: Deposit	None
Amount	Amount	Actions Enter Transactions Type: Deposit	The amount field in Accounting CS displays the deposit total.
Account Number	Account	Actions Enter Transactions Type: Deposit Distributions	None

Bank accounts

EasyACCT field	Field location in EasyACCT	Accounting CS field	Field location in Accounting CS	Comments and additional information
Bank Routing Number	Bank Reconciliation Bank Accounts Main	Routing Number	Setup Firm Information Banks	None
Bank name	Bank Reconciliation Bank Accounts Main	Bank name	Setup Firm Information Banks	None
Bank name	Bank Reconciliation Bank Accounts Main	Description	Setup Bank Accounts Main	Each bank account in Accounting CS must have a bank assigned to it. If the EasyACCT checkbook did not have bank information assigned to it, transactions won't be imported.
Checking or Savings	Bank Reconciliation Bank Accounts Main	Account type	Setup Bank Accounts Main	None
Bank Account Number	Bank Reconciliation Bank Accounts Main	Account number	Setup Bank Accounts Main	None
Last Check Number	Bank Reconciliation Bank Accounts Main	Next Check Number	Setup Bank Accounts Main	None
G/L Account Number	Bank Reconciliation Bank Accounts Main	Account	Setup Bank Accounts Main	None

Vendor information

EasyACCT field	Accounting CS field	Field location in Accounting CS	Comments and additional information
Vendor ID	ID	Setup Vendors	None
Federal ID#	EIN/SSN	Setup Vendors Main	None
Name 1	Vendor name	Setup Vendors Main	None
Name 2	DBA name	Setup Vendors Main	None
Address 1	Addresses line1	Setup Vendors Main	Defaults to the vendor’s business address.
Address 2	Address line 2	Setup Vendors Main	None
City	City	Setup Vendors Main	None
ST	State	Setup Vendors Main	None
ZIP	ZIP	Setup Vendors Main	None
Telephone	Phone Number	Setup Vendors Main	Defaults to the vendor’s business number.
Email	Email	Setup Vendors Main	None
Amounts Paid YTD Totals	Standard amount	Setup Vendors Distributions	The conversion program does not transfer the amounts to the 1099 form. For more information, see Edit amounts on a 1099 form in our Help and Support.
Std G/L Acct	GL Account	Setup Vendors Distributions	None

Employee information

EasyACCT field	Accounting CS field	Field location in Accounting CS	Comments and additional information
Employee ID	ID	Setup Employees Main	None
Soc. Sec. #	EIN/SSN	Setup Employees Main	None
First Name	First	Setup Employees Main	None
MI	MI	Setup Employees Main	None
Last	Last and suffix	Setup Employees Main	See the employee data section in “Conversion notes and exceptions” for more information about these fields.
Address 1	Addresses line 1	Setup Employees Main	Defaults to home address.
Address 2	Addresses line 2	Setup Employees Main	None
City	City	Setup Employees Main	None
ST	State	Setup Employees Main	None
ZIP Code	ZIP	Setup Employees Main	None
Department	Department	Setup Employees Main	None
Date Hired	Hire date	Setup Employees Personal	None
Last Raise	Last raise date	Setup Employees Personal	None
Terminated	Inactive date	Setup Employees Personal	None
Birth Date	Birth date	Setup Employees Personal	None
Marital Status	Marital status	Setup Employees Personal	None

Employee earnings balances

See “Conversion notes and exceptions” regarding the conversion of employee earnings and withholding balances for the current period, current quarter, and year-to-date.

EasyACCT field	Accounting CS field	Field location in Accounting CS	Comments and additional information
Current Period Current Quarter Year to Date (G1-G10)	Pay Items	Setup Employees Payroll Items	The items GP1 through GP10 with YTD amounts are converted with the description used in EasyACCT.
WH1 through WH10	Deduction Items	Setup Employees Payroll Items	The items WH1 through WH10 with YTD amounts are converted with the description used in EasyACCT.
State	State	Setup Employees Payroll Taxes	None
Local	N/A	N/A	See “Conversion notes and exceptions” for more information on the conversion of the locality.
Current Period Current Quarter Year to Date	FICA-SS	Setup Employees Payroll Taxes	The FICA amounts are converted automatically. No special translation is required.
Current Period Current Quarter Year to Date	FICA-MED	Setup Employees Payroll Taxes	The FICA amounts are converted automatically. No special translation is required. See “Conversion notes and exceptions” on page 10 for more information on the conversion of the additional FICA Medicare tax for employees.
Current Period Current Quarter Year to Date	Fed W/H	Setup Employees Payroll Taxes	The Federal withholding amounts are converted automatically. No special translation is required.
Current Period Current Quarter Year to Date	State W/H	Setup Employees Payroll Taxes	None
Current Period Current Quarter Year to Date	Local	Setup Employees Payroll Taxes	See “Conversion notes and exceptions” for more information on the conversion of the locality.

Payroll items

EasyACCT field	Field location in EasyACCT	Accounting CS field	Field location in Accounting CS	Comments and additional information
GP1-10 Description	Company Information Default Payroll Information	Main tab Description & Report description	Setup Payroll Items	The description for each pay and withholding item must be unique.
WH1-10	Company Information Default Payroll Information	Main tab Description & Report description	Setup Payroll Items	None
Code	Company Information Default Payroll Information	Main tab W-2 Additional Boxes	Setup Payroll Items	None
Federal & Applicable taxes	Company Information Default Payroll Information	Tax Exemptions tab	Setup Payroll Items	See “Conversion notes and exceptions” for more information regarding Accounting CS Payroll items.

This article applies to:

PRODUCT: Accounting CS
Subject: Conversions

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Items transferred during the conversion

Client information

Chart of Accounts information

General ledger transactions

Bank accounts

Vendor information

Employee information

Employee earnings balances

Payroll items

This article applies to:

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