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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

After retrieving exported data from a CBS client and before processing the transactions, use this procedure to print any Accountant's Assistant reports that you may need.

  1. Choose File > Print Reports or click the Print Reports icon icon on the shortcut bar to open the Print dialog.
  2. Double-click each report that you want to print to move it to the Selected pane.
  3. Click the Printer button and select the printer you wish to use, then click OK.
  4. Click the Preview button or the Print button. The reports will display or print in the order you selected them.

See also

Effect of client's export data on the accountant's files

Reports in Accountants Assistant

Processing transactions retrieved from CBS

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