Import the converted data into Accounting CS
Complete these steps to import the client’s converted data from Sage 50 Accounting into Accounting CS.
- Open Accounting CS and selectFile,Import, thenGeneral Conversion.
- 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 selectOK.
- 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, selectBusiness Locationfrom the dropdown if it is already not selected for you. If you need to add a location, selectAdd Location. For best results, specify the full address for each location.
- 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 theClient and Employee Address Mappingscreen. To display valid address options for that employee, place your cursor in theLookupfield, press the TAB key, select the correct city/county, then selectUpdate. Repeat this step until all employees are markedValid, then selectNext.
- If a local tax applies for the client, the locality will appear in theLocal Withholdings Mappingscreen, and you will need to verify all information for each locality, including the type of tax and the city. Update all tax information, then selectNext.
- SelectFinishon thePayroll – Workers’ Compensation Classificationsscreen.
- 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. SelectPrintto print a copy of those messages to reference when completing the client setup.
