Using custom check layouts

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 information below is applicable only if you have created custom check layouts in CBS.

Create a backup copy of the layouts in CBS and bring it to the client's office. After you have imported data from the Transfer Disk into CBS, restore the backup copy of check layouts.

CSA check layouts are not compatible with CBS. You must create the layouts in CBS.

For more information about creating and backing up check layouts in CBS, choose Client Bookkeeping Solution Help Topics from the CBS Help menu.

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