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Transferring EasyACCT Data Between the EasyACCT Business System and Professional Series

EasyACCT Client Transfer

You can use the EasyACCT Client Data Transfer to transfer data between:

In order to transfer between EasyACCT programs, note the following:

Both programs must be on the same version (i.e. 2022).
The company must have the same three-digit company ID in EPS and EBS.
The General Ledger, Payroll, Vendors and Depreciation year-ending dates must be the same.

TRANSFER (EXPORT) DATA TO :

In the EBS program, make a Back Up of the company data before transferring.
Open the company and select EasyACCT Utilities then choose EasyACCT Client Transfer.
Select the option to Transfer To EasyACCT Professional Series.
Select a Data Path for the Transfer File, this is the location where the transfer file will be stored.
Click Continue.
Check the boxes for each item to transfer.
Click Begin Transfer.
At the prompt, Ready to begin transfer. Proceed? Answer Yes.

NOTE: EasyACCT creates the file but does not send it. Send the file as an email attachment or transfer using a flash drive or another device.

TRANSFER (IMPORT) DATA FROM :

Once the transfer files are received (EZTCDxxx.CMP, TCDATA.xxx), save the files to a specified folder.
Open the company and select EasyACCT Utilities then choose EasyACCT Client Transfer.
Select the Data Path for the Transfer Files from the location from step 1 where the transfer files were saved.
Select the option to Transfer From EasyACCT Business System.
Click Continue.
At the prompt, Do you want to review the selections before transferring? Answer Yes.
Verify the selections and make changes if needed.
Select Begin Transfer. Proceed? Answer Yes.
Print the Payroll Journal and General Ledger for each month selected in the transfer.
Go into each module's Data File Utilities and run the Data File Index Repair.

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