Update database if clients are missing when converting from CCH
Follow these steps to update a CCH database if clients that are to be converted from CCH don’t appear in the list (or if only the demo clients are in the list).
note
This issue usually happens because the server drive is mapped on the local machine, and the conversion tool can't see those mappings.
- Create 2 folders on your workstation atC:\UTS\CWUSUITE\CommonandC:\UTS\CWUSUITE\Data.
- Copy the client files over to the newC:\UTS\CWUSUITE\Datafolder on the local workstation drive.
- Make a copy of thecwuMaster.mdbfile.importantThe steps that follow will be done on the copy of thecwuMaster.mdbfile. Don’t modify the original.
- Open the copy of thecwuMaster.mdbfile in Microsoft Access.
- Locate the GeneralLedger table, right-click, then selectOpen.
- In the DatabaseLocationUNC column, delete anything listed there for all clients and records.
Add the following path to theDatabaseLocationcolumn for all clients and records:C:\UTS\CWUSUITE\Data
- Do the same for the Payroll, Accounts Payable, and Accounts Receivable tables.
- Save thecwuMaster.mdbfile atC:\UTS\CWUSUITE\Commonfolder on the local workstation.
- Open CCH and try to open a client. You'll get a message that says the following:"An entry for the Client Write-Up application was found in the Master database for this client. However, the client database was not found at the location specified in the database. Do you wish to browse for it?".
- SelectYeson the message.
- Go to theC:\UTS\CWUSUITE\Datafolder then selectOpen.
- Do this for every module the client uses.
- You are now able to create the conversion file and import them into Accounting CS.