This article applies to:

Product: Accounting CS
Subject: Conversions

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	-
Federal ID#	Lists Client Setup General	EIN / SSN	Setup Clients Main	-
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	-
Street Address , Address 2 , Address 3	Lists Client Setup General	Addresses (lines 1 and 2)	Setup Clients Main	Lists Client Setup Contact tab-Other Addresses The following addresses are converted: Business / Home / Other
City	Lists Client Setup General	City	Setup Clients Main	-
State	Lists Client Setup General	State	Setup Clients Main	-
Zip	Lists Client Setup General	ZIP	Setup Clients Main	-
Telephone #	Lists Client Setup General	Phone Number 1	Setup Clients Main	Defaults to Lists Client Setup Contact tab-Phone Number if Telephone # is blank.
N/A	N/A	Phone Number 1 Ext	Setup Clients Main	Defaults to Lists Client Setup Contact tab-Extension .
Fax Number	Lists Client Setup General	Phone Number 2	Setup Clients Main	Defaults to Lists Client Setup Contact tab-Fax Number .
E-Mail Address	Lists Client Setup General	Email	Setup Clients Main	Defaults to Lists Client Setup Contact tab-E-Mail 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	-
Fiscal year	Lists Fiscal Periods	Current fiscal year end date	Setup Clients Accounting Information	-
Number of periods	Lists Fiscal Periods	Period frequency	Setup Clients Accounting Information	-
Entity	Lists Fiscal Periods	Entity	Setup Clients Accounting Information	-
State	ATF Payroll States - General (edit mode for each state)	State: Abbreviation	Setup Clients Payroll Taxes	-
State Unemployment ID	ATF Payroll States - General (edit mode for each state)	State: Unemployment ID Number	Setup Clients Payroll Taxes	-
Employer SUI > Tax Rate	ATF Payroll States - General (edit mode for each state)	State: UI base rate	Setup Clients Payroll Taxes	-
State Withholding ID	ATF Payroll States - General (edit mode for each state)	State: Withholding ID	Setup Clients Payroll Taxes	-
Employer SDI > Tax Rate	ATF Payroll States - 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	-
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	-
Reference	Activities Check Entry	Check #	Actions Enter Transactions Type: Check	Only current-year transactions are converted.
Date	Activities Check Entry	Date	Actions Enter Transactions Type: Check	-
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	-
Payee / Description	Activities Check Entry	Description	Actions Enter Transactions Type: Check Distributions	-
Reference	Activities Check Entry	Reference	Actions Enter Transactions Type: Deposit	-
Date	Activities Check Entry	Date	Actions Enter Transactions Type: Deposit	-
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	-
Payee / Description	Activities Check Entry	Description	Actions Enter Transactions Type: Deposit Distributions	-

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	-
Bank Name	Lists Checking Accounts Bank Setup	Bank Name	Setup Firm Information Banks	-
Account Name	Lists	Description	Setup Bank Accounts Main	-
N/A	N/A	Bank	Setup Bank Accounts Main	-
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	-
Last Check No.	Lists Checking Accounts	Next Check Number	Setup Bank Accounts Main	-
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	-
Federal EIN	Lists Vendors General	EIN / SSN	Setup Vendors Main	-
Vendor Name	Lists Vendors General	Vendor name	Setup Vendors Main	-
dba Name	Lists Vendors General	DBA name	Setup Vendors Main	-
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	-
State	Lists Vendors General	State	Setup Vendors Main	-
ZIP Code	Lists Vendors General	ZIP	Setup Vendors Main	-
Telephone	Lists Vendors General	Phone Number	Setup Vendors Main	List Vendors Contact Defaults to the vendor’s business number.
E-mail 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 Write-Up Expense Account	Lists Vendors General	GL Account	Setup Vendors Distributions	-

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	-
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 - 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	-
Soc. Sec. #	ATF Payroll Employees Required	EIN / SSN	Setup Employees Main	-
First Name	ATF Payroll Employees Required	First	Setup Employees Main	-
Middle Name	ATF Payroll Employees Required	MI	Setup Employees Main	-
Last Name	ATF Payroll Employees Required	Last	Setup Employees Main	-
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	-
State	ATF Payroll Employees Required	State	Setup Employees Main	-
Zip	ATF Payroll Employees Required	Zip	Setup Employees Main	-
Telephone	ATF Payroll Employees Required	Phone Number 1	Setup Employees Main	The following employee phone number is converted to the Home field.
E-Mail	ATF Payroll Employees Required	Email	Setup Employees Main	ATF Payroll Employees Employee Contact Only 1 E-mail 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 year-to-date.

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	FICA-SS FICA-Med 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 W-4 information.

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