Frequently asked questions (Accountant's Assistant)

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

For a Client Bookkeeping Solution Master Licensee

The following FAQs for Accountant's Assistant are divided into categories. Click the appropriate topic below to view the questions and answers for that area of interest, or scroll through the FAQs one at a time.

Converting a client from WS2 to CSA

Updating the Master License

Working with CBS clients

Importing client data from QuickBooks Pro

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