Introduction
The CCH® Client Accounting Suite to Accounting CS® conversion program and the 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.
- Perform the necessary changes for each client in CCH Client Accounting Suite before starting the conversion process.
- Install the conversion program files.
- Use the conversion program to generate specially formatted files that can be imported into Accounting CS.
- Import the converted files into Accounting CS.
- 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”.
