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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

/_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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