Setting up a client in CSA

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

/_images/acct_pr/csa/marked_checkbox_shg.gif Trial Balance CS Trial Balance CS

From the CSA main window, begin by choosing File > New Client and selecting Trial Balance CS and the Financial Reporter module.

Click any portion of the diagram below to see more details about the initial steps for client setup.

Trial Balance CS Existing client data New client data Client properties Chart of Accounts setup Additional setup tasks


See also: Chart of Accounts setup (for a Trial Balance CS client)

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