Warning
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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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.
- From the CSA main window, choose Utilities > Accountant's Assistant > Client Bookkeeping Solution.
- From the Accountant's Assistant main window, complete the steps outlined in the following procedures:
- Setting up miscellaneous information for a CBS client
- Setting up journals for a CBS client
- Setting up security information for a CBS client
- Specifying file locations for Generate and Retrieve procedures in Accountant's Assistant
- Restricting payroll items for a CBS client
- Setting up employee templates for a CBS client
- Generating a Transfer Disk for your CBS client
- Importing the Accountants Transfer Disk into CBS
- Updating federal, state, or local tax tables for a CBS PayCheck client
Return to: Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS
Return to: Overview of CBS client setup and processing
Was this article helpful?
Thank you for the feedback!