Setting up combining accounts for a Write-Up CS or Trial Balance CS client

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When setting up combining accounts, you first need to have a Chart of Accounts mask that accommodates locations and > or departments.

To create combining accounts the Chart of Accounts window must be active.

  1. If you are in Add or Edit mode, click Enter or Cancel to return to Browse mode.
  2. From the Edit menu or the F3 or right-click context menu, choose Enter Combining Accounts.
  3. Click the Add button.
  4. Enter an unused account number that only uses the core (C or A or #) numbers from the Chart of Accounts mask.
  5. Choose an account type from the Type field.
  6. Enter a Description for the combining account in the Description field.
  7. Select a Tax Code from the drop-down list, if applicable.
  8. Click Enter.
  9. Repeat until you have all of your client's combining accounts entered.
  10. Click Done when you are finished entering Combining accounts.

See also

Changing from a non-location/department to a location and/or department client

CSA Guide to Working with Location/Department Clients (PDF)

Top of page

Share This