Setting up a client in CSA

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Before opening your client in Engagement CS it is important to set up your client in CSA, and to set up your trial balance data for use in Engagement CS.

Note: You can also choose to enable multi-staff functionality in Engagement CS to allow more than one staff member to access the Master Client Data (MCD) at one time. (See Multi-staff functionality in Engagement CS - Overview.)

Return to Working in Engagement CS: Overview

Related topic: Setting up a new Trial Balance CS client

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