Transfer client data vs. New client data

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

After creating a new CSA client (using the File > New Client dialog), you have the following options for handling the initial setup of the client's data:

Return to Client setup overview (Write-Up CS)

Related topics

New Client or Client Properties [File menu]

Import [Utilities menu]

Transfer Client Information [Utilities menu]

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