Client setup overview (Write-Up CS)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

/_images/acct_pr/csa/gl-setup_shg.gif New client setup Client properties Transfer client data Multiple locations and departments Enter combining accounts Enter dept/loc descriptions Create dept/loc accounts Setup / Chart of Accounts Setup / Account Groups Setup / automatic journal entries Setup / journals Enter transactions After-the-Fact Payroll Payroll CS

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