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Accounting CS includes a number of interactive workflow topics that offer a graphical view of the setup and processing steps involved in various areas of the application. In the workflow, you can click on a task shape to drill down to detailed step-by-step procedures.
All workflows are preceded by the following graphic to indicate interactivity.
Client setup
Chart of Accounts setup workflow
Accounts payable setup workflow
Accounts receivable setup workflow
Importing client data from QuickBooks workflow
Accounting
Check writing process workflow
Accounts payable process workflow
Accounts receivable process workflow
Bank account reconciliation workflow
Importing client data from QuickBooks workflow
Importing account balances and the chart of accounts from QuickBooks workflow
Payroll
Live payroll processing workflow
Live payroll processing workflow with impounding
Payroll tax reconciliation forms workflow
Workpapers
Audit-based engagement workflow, overview
- Importing account balances and the chart of accounts from QuickBooks workflow
- Workpapers workflow for audit-based engagements
- Integration workflow for audit-based engagements between SMART Practice Aids and Accounting CS Workpapers
- Roll forward workflow for SMART Practice Aids linked engagements in Accounting CS Workpapers
- Workflow for audit collaboration in the field
- Account balance workflow and adjustments via the Trial Balance screen
Disconnect and return workpapers
1040 tax workflow and UltraTax CS integration, overview
Report Designer
Other workflows
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