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

  • Product: Accounting CS
  • Subject: Conversions

Convert the client data before importing into Accounting CS

Complete these steps to create the CCH Client Accounting Suite export files. The export files are specially formatted files that Accounting CS uses to import your data.
  1. To begin the conversion program, right-click the CS Data Conversions icon on your desktop and select
    Run as Administrator
    . If you didn’t install the shortcut, select
    Start
     on the Windows taskbar, then
    All Programs
    CS Professional Suite
    CS Data Conversions
    .
  2. In the
    Conversion Type
     field, select
    Accounting CS
     from the dropdown.
  3. In the
    Competitor
     field, select
    CCH Client Accounting Suite
    .
  4. In the
    Input Data Folder
     field, enter the path to the CCH Client Accounting Suite client data that you want to convert. The path defaults to C:\UTS\CWUSuite\Data. If your CCH Client Accounting Suite data is in a different location, select
    Browse
     to go to the drive and folder.
  5. In the
    Output Data Folder
     field, enter the path to where you would like the converted data files to be placed. The path defaults to the current Windows user’s Documents folder. If you would like the data placed in a different location, select
    Browse
     to go to the drive and folder. The conversion program creates several XML files for each client, formatted for subsequent import into Accounting CS. The conversion files will be created in this location in a subdirectory using the Client ID.
  6. Select
    Start
     to begin the conversion.
  7. The conversion program lists all clients found in the specified data folder. Select a client, then
    Continue
    .
  8. If multiple checkbooks have been set up for the client in CCH Client Accounting Suite, you will be prompted to select a payroll checkbook and a vendor checkbook. To do this, select a checkbook in the list then
    >>
     to move the checkbook to the Selected Payroll Checkbook or Selected Vendor Checkbook list. If you don’t assign a vendor checkbook, the program will assign the vendor checkbook to the default GL account found in Checking Account Setup. Select
    Continue
    .
  9. When prompted, select the journal to be used for payroll transactions, then
    Continue
    .
  10. When prompted, select the journal to be used for vendor transactions, then
    Continue
    .
  11. When the conversion is complete, the program replaces the Conversion Status message with a message indicating the data is ready for import. Select
    OK
    .
  12. To convert data for another client, repeat steps 6 through 10.
  13. The CCH Client Accounting Suite to Accounting CS conversion generates a PDF conversion report and saves the report to the data location specified in step 4. The report contains notes and information on changes you may need to make to the client data in Accounting CS. You can view and print the report using Adobe® Reader® version 7.0 or later. If Adobe Reader is not already installed on your computer, open Accounting CS and select
    Help
    On The Web
    Adobe Reader
    . This takes you to the Adobe website from which you can download and install the Reader.

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