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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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