Close Client [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To close the client database you have been working with, choose Close Client from the File menu.


  • Each transaction you record from a data-entry window is automatically saved to the client database file when you click the Enter or Done button or move to a different record. After completing a data-entry session, you should save a backup copy of the client database. (Choose Backup from the File menu).
  • Creative Solutions Accounting allows you to work with only one company database at a time. If you open client B while client A is already open in CSA, The application automatically closes the database for Client A.

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