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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

When setting up a new Trial Balance CS > Engagement CS client, you will need to complete certain fields in the File > New Client dialog to provide required information.

General Information tab
Choose the General Information tab of the File > New Client dialog or the File > Client Properties dialog to enter or update the client's name, payroll report name, DBA, address, phone number, EIN, salutation for transmittal letters, and security password.

Trial Balance tab
Use the Trial Balance tab of the New Client dialog or the Client Properties dialog to specify setup information for a (non-GL) Trial Balance client. Properties available from this dialog include: processing and period options, years of balances and transactions to save, and choice of entity type.

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