Creative Solutions>ACS or CSA Vendors

Accounting CS™ (ACS) and Creative Solutions Accounting™ (CSA) are registered trademarks belonging to Thomson Reuters™.

Vendor names, addresses, social security number, and default account numbers can be imported from ACS or CSA.

To Create a .txt File from ACS

Do this for each client.

1. Select Print Reports.
2. Select Vendor List - Detailed from the Report list.
3. Verify that all options are checked as shown below.
4. Click Print Selected
   
5. Uncheck Output to printer.
6. Check Output to file.
7. Select Text File (*.txt)
8. Click OK.
   

To Create an .asc File from CSA 

Do this for each client.

1. Select Utilities>Export.
2. Select Vendor Listing from the Report layout drop-down list.
3. Select Options.
   
4. Verify that Payee type is set to ALL and that all boxes in the Optional information box are checked.
5. Click OK.
   
6. Click on the Change Location button in the File section of the Export screen.
7. Select the desired directory.
8. Verify that the Name of file to be created via export is ####vendor.ASC.
9. Select Export.

To Import the .csv or .txt File

1. Open FCA™ or PBM™.
2. Select File>Imports>Creative Solutions>ACS or CSA Vendors.
3. Browse to the directory containing the .csv file that was created in CSA or .txt file that was created in ACS.
4. Select the desired file and click Open.

A dialog box will appear when the import is complete. A "Not Responding" message in the Windows Task Manager does not mean that the program is not working. DO NOT end the task or interrupt the import.