Setting up a CBS client - steps in Accountant's Assistant

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Before you begin to retrieve and process information using Accountant's Assistant, you need to have a CSA client that is properly configured for the CBS client associated with it. See Setup steps in CSA.

  1. From the CSA main window, choose Utilities > Accountant's Assistant > Client Bookkeeping Solution.
  2. From the Accountant's Assistant main window, complete the steps outlined in the following procedures:

Return to: Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS

Return to: Overview of CBS client setup and processing

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