Viewing or printing the Client Listing

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!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The Client Listing includes the client ID, name, EIN, telephone number, and latest archive date (if any) for all or selected clients.

  1. Choose Utilities > Client Listing.
  2. In the Clients available pane of the Client Listing dialog, double-click each client that you want to include in the listing. The selected client moves to the Clients to print pane.

    Tip: To limit the clients that appear in the Clients available pane, use the options in the Focus client listing box.

  3. In the Sort field, choose either Client ID or Client Name as the sort option.
  4. Click the Preview button to view the information on your screen, or click the Print button to print it on your default printer.

Share This