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Conversion guide: Sage 50 Accounting to Accounting CS

Import the converted data into Accounting CS

Complete these steps to import the client’s converted data from Sage 50 Accounting into Accounting CS.
  1. Open Accounting CS and select
    File
    ,
    Import
    , then
    General Conversion
    .
  2. Go to the location of the data folder specified for the client in step 4 of the “Converting the client data before importing into Accounting CS” section. Select the folder for the client you want to import, then select
    OK
    .
  3. Accounting CS verifies the payroll location of the client and its employees. You'll need to 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 for 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
    Next
    .
  6. Select
    Finish
     on the
    Payroll – Workers’ Compensation Classifications
     screen.
  7. If the program displays an Informational Messages list following the import process, you may need to complete some additional steps before processing any data for the client in Accounting CS. Select
    Print
     to print a copy of those messages to reference when completing the client setup.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Conversions
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