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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Write-Up CS Write-Up CS
Including after-the-fact payroll

From the CSA main window, begin by choosing File > New Client and selecting the General Ledger module, the Payroll Compliance module, and the Financial Reporter module.

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

Write-Up CS including Existing client data New client data Client properties Chart of Accounts setup Additional setup tasks


If you are setting up a Client Bookkeeping Solution (CBS) client, certain setup limitations exist (for the Chart of Accounts mask, for example) and additional setup steps are required.

See also: Chart of Accounts setup (for a Write-Up CS client)

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