Setting up a CBS client that is switching from another accountant

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 following setup procedures pertain to setting up a new client who has been using CBS and working with another accountant who uses the CSA application.

Scenario A: Both the CSA client backup files and the CSA system files are available from the former accountant.

Scenario B: No CSA backup files are available from the former accountant.

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