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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  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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