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This topic provides details about the limitations associated with the trial version of Accounting CS.

If you have not yet purchased Accounting CS, a trial version is only available on Virtual Office CS. Contact your Sales representative for more information about a trial of Accounting CS.

Choose Help > About, click the Trial Licenses button, and mark or clear the checkboxes for the trial version of the Accounting CS services to activate or deactivate. When the application re-opens, enter ADMIN in the Staff ID field; if you previously opened this database and assigned a password, you will also need to enter that password.

General information

• Upon opening the application, the application automatically activates the trial licenses for all services. (Note: You can choose Setup > Clients, and then click the Ellipsis button to deactivate specific services that you do not want to explore.)
• The trial version of an application will never overwrite any data from a fully licensed version of your applications.
• You can apply the latest updates to the trial version of the application via CS Connect.
• Any clients that you set up in a trial version will be available in the fully licensed version after you activate the license.
• If you uninstall the trial version of an application, the transaction data that you entered in trial-licensed parts of the application will not be deleted, but you will not be able to access the screens associated with the functionality of those transactions.

Limitations

Accounting CS

With a trial license:

• You can add no more than five clients, including client templates.
• You can convert client data from Creative Solutions Accounting (CSA), but those clients count toward the five-client limit.
• You can import client data from QuickBooks.
• You can print payroll checks, but the application watermarks them with the word VOID and displays a zero net amount. The application calculates all other items in the check correctly.
• The application watermarks all reports — including financial statements and invoices — with the word Trial.
• You can print reports to a PDF file but not to any other file types.
• You cannot advance or change the posting period.
• You cannot process direct deposits.
• You cannot export client data to other applications.
• You cannot import data to or use the Bank Feeds feature.
• The Source Document Processing feature is not available.

Accounting CS Payroll

With a trial license:

• You can add no more than five payroll clients, including client templates.
• When the application prints a payroll check, it watermarks it with the word VOID and displays a zero net amount; all other items in the check calculate correctly.
• The application watermarks all reports — including invoices — with the word Trial.
• You cannot process direct deposits.
• The impound feature is not available.
• Remote Payroll Data Entry is available if your firm is licensed for NetFirm CS, but you must also set up a client portal before an export can be transferred correctly.
• Employee Self-Service is not available.

Payroll Compliance

With a trial license:

• The application watermarks all payroll forms with the word Trial.
• Electronic filing enrollment and transmittal of payroll forms are not available.
• The Create Files button is disabled for the following screens.
  • Process Internet/Magnetic Files
  • FL e-Enrollment and MI e-Enrollment
  • Enroll EFTPS and Process EFTPS
  • Process New Hires (Employees and California Independent Contractors)
  • Verify SSN/TIN

Workpapers CS

With a trial license:

• You can convert client data from Creative Solutions Accounting (CSA), but those clients count toward the five-client limit.
• You can import account balances from QuickBooks.
• The application watermarks all reports with the word Trial.
• You can print reports to a PDF file but not to any other file types.
• You can add no more than five clients, including client templates.
• You can add no more than four staff members.
• You can add no more than two engagement binders for each client.
• You cannot advance the period.
• You cannot roll forward any engagements.
• The Source Document Processing feature is not available.

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