Specifying file locations for Generate and Retrieve procedures in Accountant's Assistant

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

  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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