Sending CSA client data to CS Support via CS Connect

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This procedure should be followed only at the specific request of an Accounting Product Support Representative.

When troubleshooting software issues, it may be necessary for the Support Representative to request that you send the client data via CS Connect. If so, follow these steps to send the data:

  1. From the CSA main window, choose Help > Repair.
  2. In the Clients tab of the Repair dialog, highlight the client whose data you wish to send.
  3. Click the Send Via CS Connect button.
  4. Click OK and then click Done.
  5. Place a call to CS Connect with the Support: Transmit client to CS Support checkbox marked. See Placing an immediate call to CS Connect.

Internal notes


Removed step 4 ("You will be prompted to enter a comment. Enter the name of the Support Representative with whom you have discussed the issue and a brief synopsis of the issue.) per Support request; n/a for CSA.

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