Setting up a CBS client in CSA

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

  1. Open the existing client in CSA, or create a new client.
  2. In the General Information tab of the File > Client Properties dialog or the File > New Client dialog, mark the CBS client checkbox. If the client will be using the (noncalculating) payroll features in CBS CheckWriter, also mark the Noncalculating payroll client checkbox.

    If you will be processing payroll for the client in CSA (rather than in CBS), do not mark either checkbox.

  3. Click the Add/Remove Module(s) button and mark both the General Ledger module checkbox and the Payroll Compliance module checkbox. (Selection of other CSA modules is optional for a CBS client.) Click OK to close the Add/Remove Module(s) dialog.
  4. If you will be using e-mail for transferring data to and from the client, click the Advanced Properties button. In the Contact tab of the Advanced Properties dialog, enter the client's e-mail address. Complete the other fields in this dialog as appropriate for the client, and then click OK to close the dialog.
  5. Complete the CSA setup as appropriate for the client - Chart of Accounts, checkbooks, employee templates, payroll departments, and so forth.
  6. Choose Utilities > Accountant's Assistant > Client Bookkeeping Solution and complete the relevant setup steps in Accountant's Assistant.

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