CBS client setup and processing overview

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The following links provide information about setting up and processing a client who is or will be using CBS CheckWriter as well as any of the other CBS client modules - CBS PayCheck; CBS Accounts Payable; CBS Accounts Receivable; and CBS Financial Statements.

See also

Accountant's Assistant Handbook (PDF)

Diagram of CBS client setup dialogs in Accountant's Assistant

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