Adding a new client record

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

When you add a new client record, you are prompted to enter initial setup information and select a client template. If you select a template, the application automatically enters information in the client record that was set up in the template.

  1. Choose Setup > Clients.
  2. Click the Add button.
  3. In the Add Client dialog, enter the client ID and name in the Identification section, and select a client template if applicable.
  4. In the Services section, select the services your firm provides for this client.
  5. If your client will be using Accounting CS Client Access, select the services your client will use.
  6. Click the Add button. A new client record is created using the information entered in this dialog and in the applicable client template.

See also

Client setup overview

Using templates for client and employee setup

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