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Set up your client

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.
  1. Create 2 folders on your workstation at
    C:\UTS\CWUSUITE\Common
     and
    C:\UTS\CWUSUITE\Data
    .
  2. Copy the client files over to the new
    C:\UTS\CWUSUITE\Data
     folder on the local workstation drive.
  3. Make a copy of the
    cwuMaster.mdb
     file.
    important
    The steps that follow will be done on the copy of the
    cwuMaster.mdb
     file. Don’t modify the original.
  4. Open the copy of the
    cwuMaster.mdb
     file in Microsoft Access.
  5. Locate the GeneralLedger table, right-click, then select
    Open
    .
  6. In the DatabaseLocationUNC column, delete anything listed there for all clients and records.
    Add the following path to the
    DatabaseLocation
     column for all clients and records:
    C:\UTS\CWUSUITE\Data
  7. Do the same for the Payroll, Accounts Payable, and Accounts Receivable tables.
  8. Save the
    cwuMaster.mdb
     file at
    C:\UTS\CWUSUITE\Common
     folder on the local workstation.
  9. 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?"
    .
    1. Select
      Yes
       on the message.
    2. Go to the
      C:\UTS\CWUSUITE\Data
       folder then select
      Open
      .
    3. Do this for every module the client uses.
  10. You are now able to create the conversion file and import them into Accounting CS.

This article applies to:

  • Product: Workpapers CS