Specifying file locations for Generate and Retrieve procedures 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Choose Setup > File Locations to open the File Locations dialog.
  2. Enter the default paths for the Generate and Retrieve commands. When you choose these commands from the Accountant's Assistant Tasks menu, these paths specify where the application looks for the appropriate files.

    If your firm maintains a website, enter the website address (or URL) in the Accountant's web page field.

  3. Click OK.

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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