Multiple locations & departments vs. Single location

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If a client has multiple locations and/or departments, follow the left side of the flowchart to learn the process of setting up those locations and/or departments.

If the client has only a single location and no departments, follow the right side of the flowchart and go straight to setting up the Chart of Accounts.

Return to Client setup overview (Write-Up CS)

Related topics

CSA Guide to Working with Location/Department Clients (PDF)

Chart of Accounts mask: special information and examples

Setup > Chart of Accounts > Create Location and Department Accounts

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