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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can set up account groups as soon as the Chart of Accounts has been created .

  1. Choose Setup > Account Groups and click the Edit button.
  2. In the Account Groups dialog, choose one of the predefined account group descriptions from the list of available account groups, then enter in the grid the range of accounts to include in the group.
  3. Click Enter to save the record. Repeat the above steps to set up additional account groups.
  4. Click Done to save the information and close the Account Groups dialog.

See also: Setting up transaction information for a GL client

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