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Items transferred during conversion

The following tables identify fields in CCH Client Accounting Suite that are converted to Accounting CS. The tables are organized by screens in CCH Client Accounting Suite and Accounting CS and denote the necessary Accounting CS screen navigation.

Client information

CCH Client Accounting Suite field	Field location in CCH Client Accounting Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
Client Code	Lists Client Setup General	ID	Setup Clients Main	None
Federal ID#	Lists Client Setup General	EIN / SSN	Setup Clients Main	None
Business name	Lists Client Setup General	Client name	Setup Clients Main	CCH Client Accounting Suite allows 50 characters for Business name . The conversion allows only 30 characters. Only the 1st 30 characters are converted.
Taxpayer name	Lists Client Setup General	Client name	Setup Clients Main	CCH Client Accounting Suite allows 50 characters for Taxpayer name . The conversion allows only 30 characters. Only the 1st 30 characters are converted.
DBA Name	Lists Client Setup General	Payroll name	Setup Clients Main	None
Street Address , Address 2 , Address 3	Lists Client Setup General	Addresses (lines 1 and 2)	Setup Clients Main	Lists Client Setup Contact tabNoneOther Addresses The following addresses are converted: Business / Home / Other
City	Lists Client Setup General	City	Setup Clients Main	None
State	Lists Client Setup General	State	Setup Clients Main	None
Zip	Lists Client Setup General	ZIP	Setup Clients Main	None
Telephone #	Lists Client Setup General	Phone Number 1	Setup Clients Main	Defaults to Lists Client Setup Contact tabNonePhone Number if Telephone # is blank.
N/A	N/A	Phone Number 1 Ext	Setup Clients Main	Defaults to Lists Client Setup Contact tabNoneExtension .
Fax Number	Lists Client Setup General	Phone Number 2	Setup Clients Main	Defaults to Lists Client Setup Contact tabNoneFax Number .
ENoneMail Address	Lists Client Setup General	Email	Setup Clients Main	Defaults to Lists Client Setup Contact tabNoneENoneMail Address . See “Conversion notes and exceptions” for information on the conversion of email addresses.
Active	Lists Client Setup General	Active date	Setup Clients Main	Lists Client Setup Application Status
Inactive	Lists Client Setup General	Inactive date	Setup Clients Main	Lists Client Setup Application Status Defaults to “(none)”. To view “inactive” converted clients, mark the Include Inactive checkbox in the Setup Clients screen in Accounting CS.
NAIC Code	Lists Client Setup General	Industry code	Setup Clients Main	Lists Client Setup Profile
Contact Name	Lists Client Setup Contact	Name	Setup Clients Main Additional Contacts	None
Fiscal year	Lists Fiscal Periods	Current fiscal year end date	Setup Clients Accounting Information	None
Number of periods	Lists Fiscal Periods	Period frequency	Setup Clients Accounting Information	None
Entity	Lists Fiscal Periods	Entity	Setup Clients Accounting Information	None
State	ATF Payroll States None General (edit mode for each state)	State: Abbreviation	Setup Clients Payroll Taxes	None
State Unemployment ID	ATF Payroll States None General (edit mode for each state)	State: Unemployment ID Number	Setup Clients Payroll Taxes	None
Employer SUI > Tax Rate	ATF Payroll States None General (edit mode for each state)	State: UI base rate	Setup Clients Payroll Taxes	None
State Withholding ID	ATF Payroll States None General (edit mode for each state)	State: Withholding ID	Setup Clients Payroll Taxes	None
Employer SDI > Tax Rate	ATF Payroll States None General (edit mode for each state)	N/A	N/A	In Accounting CS, the SDI rate is updated automatically. See “Conversion notes and exceptions” for information regarding SDI rates.

Chart of Accounts information

CCH Client Accounting Suite field	Field location in CCH Client Accounting Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
Account Number	Lists Chart of Accounts Account List	Account number	Lists Chart of Accounts Account List	See “Conversion notes and exceptions”
Primary Description	Lists Chart of Accounts Account List	Description	Lists Chart of Accounts Account List	None
Account Category	Lists Chart of Accounts Account List	Classification code	Lists Chart of Accounts Account List	The conversion uses the Account Type to assign classification codes and subcodes.

GL transactions

CCH Client Accounting Suite field	Field location in CCH Client Accounting Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
Journal Entry	Journal Entry	Journal	Actions Enter Transactions	See “Conversion notes and exceptions”.
N/A	N/A	Bank account	Actions Enter Transactions Type: Check	None
Reference	Activities Check Entry	Check #	Actions Enter Transactions Type: Check	Only currentNoneyear transactions are converted.
Date	Activities Check Entry	Date	Actions Enter Transactions Type: Check	None
Amount	Activities Check Entry	Amount	Actions Enter Transactions Type: Check	The amount field in Accounting CS displays the deposit total.
Account #	Activities Check Entry	Account	Actions Enter Transactions Type: Check Distributions	None
Payee / Description	Activities Check Entry	Description	Actions Enter Transactions Type: Check Distributions	None
Reference	Activities Check Entry	Reference	Actions Enter Transactions Type: Deposit	None
Date	Activities Check Entry	Date	Actions Enter Transactions Type: Deposit	None
Amount	Activities Check Entry	Amount	Actions Enter Transactions Type: Deposit	The amount field in Accounting CS displays the deposit total.
Account #	Activities Check Entry	Account	Actions Enter Transactions Type: Deposit Distributions	None
Payee / Description	Activities Check Entry	Description	Actions Enter Transactions Type: Deposit Distributions	None

Bank accounts

CCH Client Accounting Suite field	Field location in CCH Client Accounting Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
Bank Routing Number	Lists Checking Accounts Bank Setup	Routing number	Setup Firm Information Banks	None
Bank Name	Lists Checking Accounts Bank Setup	Bank Name	Setup Firm Information Banks	None
Account Name	Lists	Description	Setup Bank Accounts Main	None
N/A	N/A	Bank	Setup Bank Accounts Main	None
N/A	N/A	Account type	Setup Bank Accounts Main	All accounts convert as Checking type.
Account Number	Lists Checking Accounts	Account number	Setup Bank Accounts Main	None
Last Check No.	Lists Checking Accounts	Next Check Number	Setup Bank Accounts Main	None
GL Account	Lists Checking Accounts	Account	Setup Bank Accounts Main

Vendor information

CCH Client Accounting Suite field	Field location in CCH Client Account Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
Vendor Code	Lists Vendors General	ID	Setup Vendors Main	None
Federal EIN	Lists Vendors General	EIN / SSN	Setup Vendors Main	None
Vendor Name	Lists Vendors General	Vendor name	Setup Vendors Main	None
dba Name	Lists Vendors General	DBA name	Setup Vendors Main	None
Remit Address	Lists Vendors General	Addresses (line 1 and line 2)	Setup Vendors Main	Defaults to the vendor's business address.
City	Lists Vendors General	City	Setup Vendors Main	None
State	Lists Vendors General	State	Setup Vendors Main	None
ZIP Code	Lists Vendors General	ZIP	Setup Vendors Main	None
Telephone	Lists Vendors General	Phone Number	Setup Vendors Main	List Vendors Contact Defaults to the vendor’s business number.
ENonemail line 1	Lists Vendors General	Email	Setup Vendors Main	List Vendors Contact See “Conversion notes and exceptions” for information on the conversion of email addresses.
Client WriteNoneUp Expense Account	Lists Vendors General	GL Account	Setup Vendors Distributions	None

Payroll items

CCH Client Accounting Suite field	Field location in CCH Client Accounting Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
Description	ATF Payroll Other Pays / Deductions	Main Description & Report description	Setup Payroll Items	The description for each pay and withholding item must be unique.
Code	ATF Payroll Other Pays / Deductions	Main Description & Report description	Setup Payroll Items	None
Tax Reporting	ATF Payroll Other Pays / Deductions	Tax Exemptions tab	Setup Payroll Items	See “Conversion notes and exceptions” for more information regarding Accounting CS Payroll items.
Employee Deduction None Amount	ATF Payroll Other Pays / Deductions	Default amount	Setup Payroll Items	ATF Payroll Deductions Calculation

Employee information

CCH Client Accounting Suite field	Field location in CCH Client Accounting Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
Employee Code	ATF Payroll Employees Required	ID	Setup Employees Main	None
Soc. Sec. #	ATF Payroll Employees Required	EIN / SSN	Setup Employees Main	None
First Name	ATF Payroll Employees Required	First	Setup Employees Main	None
Middle Name	ATF Payroll Employees Required	MI	Setup Employees Main	None
Last Name	ATF Payroll Employees Required	Last	Setup Employees Main	None
Check Address Line 1 & 2	ATF Payroll Employees Required	Address (line 1 and line 2)	Setup Employees Main	Defaults to home address.
City	ATF Payroll Employees Required	City	Setup Employees Main	None
State	ATF Payroll Employees Required	State	Setup Employees Main	None
Zip	ATF Payroll Employees Required	Zip	Setup Employees Main	None
Telephone	ATF Payroll Employees Required	Phone Number 1	Setup Employees Main	The following employee phone number is converted to the Home field.
ENoneMail	ATF Payroll Employees Required	Email	Setup Employees Main	ATF Payroll Employees Employee Contact Only 1 ENonemail field converts. See “Conversion notes and exceptions” for information on the conversion of email addresses.
N/A	N/A	Department	Setup Employees Main	Converts Dept. Description and Dept. Code as Description .
Hire Date	ATF Payroll Employees	Hire date	Setup Employees Personal	ATF Payroll Employees Status
Rate 1 Effective Date	ATF Payroll Employees	Last raise date	Setup Employees Personal	ATF Payroll Employees Other
Terminated Date	ATF Payroll Employees	Inactive date	Setup Employees Personal	ATF Payroll Employees Status
Birth Date	ATF Payroll Employees	Birth date	Setup Employees Personal	ATF Payroll Employees Other
Marital Status	ATF Payroll Employees	Marital status	Setup Employees Personal	ATF Payroll Employees Other
Gender	ATF Payroll Employees	Gender	Setup Employees Personal	ATF Payroll Employees Other
Ethnic Origin	ATF Payroll Employees	Race	Setup Employees Personal	ATF Payroll Employees Other

Employee earnings balances

See “Conversion notes and exceptions” for information on the conversion of employee earnings and withholding balances for the current period, current quarter, and yearNonetoNonedate.

CCH Client Accounting Suite field	Field location in CCH Client Accounting Suite	Accounting CS field	Field location in Accounting CS	Comments and additional information
“Regular Pay, “Overtime Pay,” and Other Pay items	ATF Payroll Employees Other Pays and Other Deductions	N/A	Setup Employees Payroll Items	See “Conversion notes and exceptions” for information on the conversion of pay and deduction items.
Current Period Current Quarter Year to Date	ATF Payroll Employees Other Pays and Other Deductions	FICANoneSS FICANoneMed Fed W/H State W/H Local	Setup Employees Payroll Taxes	FICA amounts are converted automatically. No special translation is required. See “Conversion notes and exceptions” for information on the conversion of WNone4 information.

This article applies to:

Product: Accounting CS
Subject: Conversions

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