Consolidating clients

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 may consolidate the information for multiple CSA clients into a single Consolidation Client (parent), provided that the clients to be consolidated have compatible setup structures.

  1. First create and save the Consolidation Client by marking the Consolidation Client checkbox on the General Information tab of the File > New Client dialog or the File > Client Properties dialog to flag it as the parent client.
  2. When you are ready to begin the consolidation, open the Consolidation Client and then choose File > Consolidate Clients.

    Note: All of the subsidiary clients must match the parent client in the attributes described in Overview of client consolidation.

  3. In the Client Consolidation dialog, move all of the (subsidiary) clients that you want to include in the consolidation from the left (Available) pane to the right (Selected) pane. You may mark one or more of the checkboxes in the Consolidate group box to include the specified information as part of the consolidation.
  4. Click the Consolidate button.

    For a GL client: The Consolidation Adjustments journal is created automatically. This is a special journal for any adjusting entries that need to be saved during subsequent consolidations.

  5. Review the information that has been consolidated and make any adjusting entries that may be necessary in the Consolidation Adjustments journal.

See also

Overview of client consolidation

Combining employee information during client consolidation

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