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

Introduction

The CCH® Client Accounting Suite to Accounting CS® conversion program and the
File
Import
General Conversion
command in Accounting CS let you convert your client data from the following CCH Small Firm Services Client Accounting Suite v 23.0.0.200 products into Accounting CS. Client Write-Up, Payroll, Accounts Payable, and Accounts Receivable. The conversion process involves the following 5 steps.
  1. Perform the necessary changes for each client in CCH Client Accounting Suite before starting the conversion process.
  2. Install the conversion program files.
  3. Use the conversion program to generate specially formatted files that can be imported into Accounting CS.
  4. Import the converted files into Accounting CS.
  5. Verify the conversion results in Accounting CS.
note
Read this entire guide before converting client data.
note
If you process after-the-fact payroll in CCH Client Accounting Suite, the program will convert employee current-month, current-quarter, and year-to-date balances for W-2 processing. Therefore, you should convert the data after finishing the payroll processing for a quarter or at year-end. For more information on the conversion of payroll amounts, see “Items transferred during conversion”. Also, see “Processing steps required for each client before running the conversion program”.