Diagram of CBS client setup dialogs in Accountant's Assistant

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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