Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

When you generate CBS client data, Accountant's Assistant always generates the following information, even if you do not select it in the Tasks > Generate Client Information dialog.

• State and local custom lists
• Employee templates (if client is licensed for CBS PayCheck)
• PayCheck items (if client is licensed for CBS PayCheck)
• A/P miscellaneous information (if client is licensed for CBS Accounts Payable)
• A/R miscellaneous information (if client is licensed for CBS Accounts Receivable)

When you generate an initial Accountant's Transfer File for a CBS client, you must select at least the following items to generate:

CBS CheckWriter

• License files
• Checkbooks
• Security
• Chart of Accounts

CBS PayCheck (if licensed)

• Payroll items
• Employee templates
• Security
• PayCheck miscellaneous information

CBS Accounts Payable (if licensed)

• Security
• A/P miscellaneous information

CBS Accounts Receivable (if licensed)

• Security
• A/R miscellaneous information

CBS Financial Statements (if licensed)

• Security
• Chart of Accounts
• Financial Statement information
• CheckWriter miscellaneous information

InterceptEFT Direct Deposit (if enabled)

• Security
• CheckWriter miscellaneous information and/or PayCheck miscellaneous information

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