Chart of Accounts procedures

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

For a Write-Up CS or Trial Balance CS client

Click the procedures in the chart for additional setup information (as appropriate for the client you are setting up).

Note: If the client's Chart of Accounts mask includes Ls or Ds (for locations or departments), be sure to click the YES box in the flowchart to open the appropriate topics.

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