Diagram of CBS client setup dialogs in Accountant's Assistant

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This diagram provides an overview of the dialogs and tabs you can use to set up CBS information through Accountant's Assistant. Click any portion of the diagram for more information on setup procedures.

CBS client setup dialogs Miscellaneous information Journals Security File Locations Payroll item restrictions Misc info > CheckWriter tab Misc info > PayCheck tab Misc info >Accounts Payable tab Misc info > Accounts Receivable tab Security > CheckWriter tab Security > PayCheck tab Security > Accounts Payable tab Security > Accounts Receivable tab

See also: Overview of CBS client setup

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