Adding a new client record

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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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