Chart of Accounts setup

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Before you can begin processing for a client, you need to define the client's Chart of Accounts. Once the structure has been set up, you may begin entering transaction information. From the Chart of Accounts window you may add new accounts, edit existing accounts, or delete existing accounts.

Please complete all steps that apply to the modules for which you are licensed and that you want to use for processing the selected client.

Chart of Accounts mask setup Setup > Chart of Accounts Options > Chart of Accounts Chart of Accounts setup procedures Setting up the Chart of Accounts Customizing the Chart of Accounts Entering GL account information Entering budget amounts Setting up account groups Do you want to set up tax code account groups Creating a new tax code account group Yes

See also: Setting up transaction information for a GL client

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