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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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