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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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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