Setup data to generate for initial CBS client setup

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

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

CBS PayCheck (if licensed)

CBS Accounts Payable (if licensed)

CBS Accounts Receivable (if licensed)

CBS Financial Statements (if licensed)

InterceptEFT Direct Deposit (if enabled)

Disclaimer: InterceptEFT is an unaffiliated third party that some of our customers have engaged to provide direct deposit, tax payments, ACH processing, or credit card merchant services.

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