Selecting client properties for a Write-Up CS or Trial Balance CS client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

After you have specified the module(s) to use for a new client, the New Client dialog opens. A similar dialog called Properties can be accessed after initial client setup by choosing File > Client Properties. (Press CTRL+F1 for detailed information on using the Client Properties dialog.)

For a Write-Up CS client, or a Write-Up CS plus Trial Balance CS client

(New Client and Properties dialogs appear with General Information, General Ledger, and Payroll tabs)

  1. In the General Information tab of the New Client dialog, enter your client's identification information.
  2. Click the General Ledger tab, enter the Current period ending date, and specify the fiscal year end date, period type, and entity type.
  3. Specify the Chart of Accounts mask for your client.
  4. Click OK to save the client information and exit the dialog.

For a Trial Balance CS client

(New Client and Properties dialogs appear with General Information and Trial Balance tabs)

  1. In the General Information tab of the New Client dialog, enter your client's identification information.
  2. Click the Trial Balance tab and enter the current fiscal year end date, years of balances and transactions to save, and the entity type.
  3. Specify the Chart of Accounts mask for your client.
  4. Click OK to save the client information and exit the dialog.

Related topics

Setting up the Chart of Accounts for a Write-Up CS or Trial Balance CS client

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